Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
474712590
SEC advisor number
801-106666
FINRA CRD number
281049
AUM ?
$225.00 mm
(as of 24 Jan 24)
Accounts
140
(as of 24 Jan 24)
Employees
2
(1 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
5 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
21 Feb 23