Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
462103927
SEC advisor number
801-121410
FINRA CRD number
167256
AUM ?
$172.88 mm
(as of 25 Mar 24)
Accounts
345
(as of 25 Mar 24)
Employees
5
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23