Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
821023957
SEC advisor number
801-119078
FINRA CRD number
288271
AUM ?
$504.15 mm
(as of 15 Mar 24)
Accounts
1,350
(as of 15 Mar 24)
Employees
6
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
7 Jul 22
13F-HR
Quarterly holdings report by institutional manager
1 Jun 22
13F-HR
Quarterly holdings report by institutional manager
1 Jun 22