Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
203018987
SEC advisor number
801-67644
FINRA CRD number
136294
AUM ?
$431.13 mm
(as of 28 Feb 24)
Accounts
1,279
(as of 28 Feb 24)
Employees
8
(6 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
27 Jul 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
3 Feb 23