Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
814310810
SEC advisor number
801-123644
FINRA CRD number
285077
AUM ?
$140.12 mm
(as of 27 Mar 24)
Accounts
396
(as of 27 Mar 24)
Employees
3
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
22 Nov 22
13F-HR
Quarterly holdings report by institutional manager
7 Sep 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
16 Feb 22