Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
208677241
SEC advisor number
801-116722
FINRA CRD number
127457
AUM ?
$188.81 mm
(as of 23 May 24)
Accounts
584
(as of 23 May 24)
Employees
4
(3 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jul 24
13F-HR
Quarterly holdings report by institutional manager
3 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Jan 23
13F-HR
Quarterly holdings report by institutional manager
4 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Aug 22