Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
462504701
SEC advisor number
801-121011
FINRA CRD number
167750
AUM ?
$171.25 mm
(as of 27 Feb 24)
Accounts
444
(as of 27 Feb 24)
Employees
1
(1 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
1 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22