Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
364685972
SEC advisor number
801-57122
FINRA CRD number
109203
AUM ?
$528.84 mm
(as of 5 Feb 24)
Accounts
2,708
(as of 5 Feb 24)
Employees
11
(11 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23