Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
943390377
SEC advisor number
801-37511
FINRA CRD number
107638
AUM ?
$979.73 mm
(as of 6 Mar 24)
Accounts
1,687
(as of 6 Mar 24)
Employees
8
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23