Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
882289092
SEC advisor number
801-126142
FINRA CRD number
321870
AUM ?
$720.70 mm
(as of 28 Mar 24)
Accounts
2,600
(as of 28 Mar 24)
Employees
24
(23 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Oct 24
13F-HR
Quarterly holdings report by institutional manager
30 Jul 24
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23