Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
203199545
SEC advisor number
801-117837
FINRA CRD number
152566
AUM ?
$398.87 mm
(as of 29 Jul 24)
Accounts
2,799
(as of 29 Jul 24)
Employees
22
(22 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23