Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
510408617
SEC advisor number
801-124868
FINRA CRD number
304367
AUM ?
$93.82 mm
(as of 31 Mar 23)
Accounts
101
(as of 31 Mar 23)
Employees
2
(2 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
16 Feb 23
13F-HR
Quarterly holdings report by institutional manager
16 Nov 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22