Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
474989158
SEC advisor number
801-106789
FINRA CRD number
281741
AUM ?
$262.10 mm
(as of 29 Mar 24)
Accounts
1,168
(as of 29 Mar 24)
Employees
5
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23