Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
852362364
SEC advisor number
801-119426
FINRA CRD number
310485
AUM ?
$199.75 mm
(as of 15 Feb 24)
Accounts
1,244
(as of 15 Feb 24)
Employees
6
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
21 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 May 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23