Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
810694237
SEC advisor number
801-107029
FINRA CRD number
282329
AUM ?
$660.98 mm
(as of 16 Feb 24)
Accounts
1,851
(as of 16 Feb 24)
Employees
28
(21 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Jan 23