Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
471230244
SEC advisor number
801-126000
FINRA CRD number
170368
AUM ?
$222.63 mm
(as of 17 Jan 24)
Accounts
1,619
(as of 17 Jan 24)
Employees
3
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
31 Aug 22
13F-HR
Quarterly holdings report by institutional manager
31 Aug 22
13F-HR
Quarterly holdings report by institutional manager
31 Aug 22