Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
462987185
SEC advisor number
801-122241
FINRA CRD number
166746
AUM ?
$154.34 mm
(as of 29 Feb 24)
Accounts
950
(as of 29 Feb 24)
Employees
14
(8 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
25 Jul 24
13F-NT
Notice of holdings reported by another manager
25 Apr 24
13F-NT
Notice of holdings reported by another manager
30 Jan 24
13F-NT
Notice of holdings reported by another manager
25 Oct 23
13F-NT
Notice of holdings reported by another manager
18 Jul 23
13F-NT
Notice of holdings reported by another manager
27 Apr 23
13F-NT
Notice of holdings reported by another manager
18 Jan 23
13F-NT
Notice of holdings reported by another manager
8 Nov 22
13F-NT
Notice of holdings reported by another manager
9 Aug 22