Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
832636641
SEC advisor number
801-122113
FINRA CRD number
300019
AUM ?
$241.92 mm
(as of 21 Oct 24)
Accounts
713
(as of 21 Oct 24)
Employees
2
(2 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Oct 24
13F-HR
Quarterly holdings report by institutional manager
24 Jul 24
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23