Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
473780410
SEC advisor number
801-128575
FINRA CRD number
312329
AUM ?
$168.80 mm
(as of 20 Mar 24)
Accounts
3
(as of 20 Mar 24)
Employees
5
(5 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 25
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Dec 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 24
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24