Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
261779872
SEC advisor number
801-124976
FINRA CRD number
146401
AUM ?
$139.48 mm
(as of 1 Mar 24)
Accounts
154
(as of 1 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
30 Jul 24
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23