Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-70332
FINRA CRD number
150460
AUM ?
$756.42 mm
(as of 24 Oct 24)
Accounts
589
(as of 24 Oct 24)
Employees
9
(3 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 25
13F-HR
Quarterly holdings report by institutional manager
13 Nov 24
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23