Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
465067637
SEC advisor number
801-79746
FINRA CRD number
169795
AUM ?
$364.77 mm
(as of 6 Mar 24)
Accounts
1,262
(as of 6 Mar 24)
Employees
6
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22