Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
453449646
SEC advisor number
801-111750
FINRA CRD number
271039
AUM ?
$284.79 mm
(as of 26 Aug 24)
Accounts
952
(as of 26 Aug 24)
Employees
7
(5 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Aug 24
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
30 Aug 22