Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
943368126
SEC advisor number
801-112766
FINRA CRD number
117627
AUM ?
$272.43 mm
(as of 3 Jul 24)
Accounts
774
(as of 3 Jul 24)
Employees
4
(2 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Jul 24
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23