Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
272503523
SEC advisor number
801-119750
FINRA CRD number
153537
AUM ?
$316.22 mm
(as of 27 Feb 24)
Accounts
754
(as of 27 Feb 24)
Employees
12
(9 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23