Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
760761710
SEC advisor number
801-81190
FINRA CRD number
143884
AUM ?
$296.13 mm
(as of 1 Feb 24)
Accounts
726
(as of 1 Feb 24)
Employees
14
(14 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23