Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
871215824
SEC advisor number
801-122834
FINRA CRD number
315663
AUM ?
$767.30 mm
(as of 14 Feb 24)
Accounts
2,247
(as of 14 Feb 24)
Employees
8
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23