Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-119868
FINRA CRD number
310355
AUM ?
$883.44 mm
(as of 26 Mar 24)
Accounts
19
(as of 26 Mar 24)
Employees
4
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
21 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23