Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
474485131
SEC advisor number
801-96317
FINRA CRD number
226661
AUM ?
$501.73 mm
(as of 20 May 24)
Accounts
1,254
(as of 20 May 24)
Employees
6
(4 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Mar 22