Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
331161719
SEC advisor number
801-113718
FINRA CRD number
143816
AUM ?
$225.97 mm
(as of 18 Mar 24)
Accounts
1,625
(as of 18 Mar 24)
Employees
10
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23