Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
274552159
SEC advisor number
801-124802
FINRA CRD number
156315
AUM ?
$158.49 mm
(as of 11 Jan 24)
Accounts
130
(as of 11 Jan 24)
Employees
4
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 May 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23