Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
473197389
SEC advisor number
801-123007
FINRA CRD number
317929
AUM ?
$518.05 mm
(as of 1 Apr 24)
Accounts
461
(as of 1 Apr 24)
Employees
13
(6 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
23 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23