Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
463385301
SEC advisor number
801-78543
FINRA CRD number
168452
AUM ?
$185.59 mm
(as of 14 Mar 24)
Accounts
406
(as of 14 Mar 24)
Employees
3
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Aug 22
13F-HR
Quarterly holdings report by institutional manager
26 Aug 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22