Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
841299603
SEC advisor number
801-33822
FINRA CRD number
111196
AUM ?
$290.84 mm
(as of 13 Mar 24)
Accounts
690
(as of 13 Mar 24)
Employees
12
(9 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23