Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
680590238
SEC advisor number
801-110262
FINRA CRD number
132887
AUM ?
$307.91 mm
(as of 30 Apr 24)
Accounts
246
(as of 30 Apr 24)
Employees
7
(3 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Aug 24
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23