Company profile
Employees
Incorporated
SEC CIK
IRS number
731394254
SEC advisor number
801-43702
FINRA CRD number
106316
AUM ?
$1.11 bn
(as of 23 May 24)
Accounts
1,335
(as of 23 May 24)
Employees
20
(8 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Aug 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
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23