Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
223469533
SEC advisor number
801-64369
FINRA CRD number
125838
AUM ?
$430.36 mm
(as of 4 Mar 24)
Accounts
905
(as of 4 Mar 24)
Employees
12
(9 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Jul 24
13F-HR
Quarterly holdings report by institutional manager
6 May 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22