Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
20488298
SEC advisor number
801-51363
FINRA CRD number
106651
AUM ?
$378.63 mm
(as of 31 Mar 24)
Accounts
1,676
(as of 31 Mar 24)
Employees
9
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22