Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
223323780
SEC advisor number
801-64633
FINRA CRD number
110890
AUM ?
$579.91 mm
(as of 11 Mar 24)
Accounts
1,664
(as of 11 Mar 24)
Employees
10
(8 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jul 24
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23