Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
451826986
SEC advisor number
801-116985
FINRA CRD number
156812
AUM ?
$292.60 mm
(as of 19 Feb 24)
Accounts
1,765
(as of 19 Feb 24)
Employees
9
(7 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23