Company profile
Website
Employees
SEC CIK
IRS number
341818000
SEC advisor number
801-80876
FINRA CRD number
173667
AUM ?
$460.30 mm
(as of 23 Mar 24)
Accounts
1,599
(as of 23 Mar 24)
Employees
26
(20 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
22 Feb 22