Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
871162653
SEC advisor number
801-122614
FINRA CRD number
316415
AUM ?
$242.51 mm
(as of 8 Nov 23)
Accounts
884
(as of 8 Nov 23)
Employees
7
(6 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22