Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-126759
FINRA CRD number
323060
AUM ?
$1.33 bn
(as of 24 Apr 24)
Accounts
3,791
(as of 24 Apr 24)
Employees
21
(21 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23