Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
208420956
SEC advisor number
801-123659
FINRA CRD number
318662
AUM ?
$1.22 bn
(as of 8 Feb 24)
Accounts
3,684
(as of 8 Feb 24)
Employees
22
(10 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
6 Jul 23
13F-HR
Quarterly holdings report by institutional manager
7 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23