Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
203715756
SEC advisor number
801-67584
FINRA CRD number
143128
AUM ?
$780.00 mm
(as of 19 Feb 24)
Accounts
4,240
(as of 19 Feb 24)
Employees
15
(12 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23