Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
273799369
SEC advisor number
801-113161
FINRA CRD number
155676
AUM ?
$294.98 mm
(as of 30 Jul 24)
Accounts
2,788
(as of 30 Jul 24)
Employees
40
(17 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23