Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
272058327
SEC advisor number
801-127039
FINRA CRD number
323035
AUM ?
$260.62 mm
(as of 30 Apr 24)
Accounts
387
(as of 30 Apr 24)
Employees
10
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23