Company profile
Website
Employees
Incorporated
SEC CIK
IRS number
814120898
SEC advisor number
801-108697
FINRA CRD number
285903
AUM ?
$1.07 bn
(as of 20 Feb 25)
Accounts
3,513
(as of 20 Feb 25)
Employees
31
(24 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Jan 25
13F-HR
Quarterly holdings report by institutional manager
4 Nov 24
13F-HR
Quarterly holdings report by institutional manager
12 Aug 24
13F-HR
Quarterly holdings report by institutional manager
12 Aug 24
13F-HR
Quarterly holdings report by institutional manager
12 Aug 24
13F-HR
Quarterly holdings report by institutional manager
9 Aug 24
13F-HR
Quarterly holdings report by institutional manager
8 Aug 24
13F-HR
Quarterly holdings report by institutional manager
8 Aug 24
13F-HR
Quarterly holdings report by institutional manager
8 Aug 24
13F-HR
Quarterly holdings report by institutional manager
8 Aug 24