Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
510492818
SEC advisor number
801-64265
FINRA CRD number
126777
AUM ?
$202.57 bn
(as of 7 Nov 24)
Accounts
34,543
(as of 7 Nov 24)
Employees
262
(131 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 25
13F-HR
Quarterly holdings report by institutional manager
14 Nov 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
9 Aug 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Mar 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23