Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
874318670
SEC advisor number
801-126698
FINRA CRD number
323369
AUM ?
$1.39 bn
(as of 28 Mar 24)
Accounts
733
(as of 28 Mar 24)
Employees
3
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23