Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
463724686
SEC advisor number
801-110650
FINRA CRD number
168594
AUM ?
$632.51 mm
(as of 6 Feb 25)
Accounts
2,251
(as of 6 Feb 25)
Employees
13
(5 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
21 Jan 25
13F-HR
Quarterly holdings report by institutional manager
16 Oct 24
13F-HR
Quarterly holdings report by institutional manager
15 Jul 24
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23