Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
851347082
SEC advisor number
801-119354
FINRA CRD number
309709
AUM ?
$331.80 mm
(as of 29 Mar 24)
Accounts
1,024
(as of 29 Mar 24)
Employees
36
(24 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 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