Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
203315932
SEC advisor number
801-126764
FINRA CRD number
323541
AUM ?
$288.31 mm
(as of 19 Apr 24)
Accounts
1,675
(as of 19 Apr 24)
Employees
9
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
1 Mar 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23