Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
204957096
SEC advisor number
801-121907
FINRA CRD number
141006
AUM ?
$332.49 mm
(as of 8 Aug 24)
Accounts
294
(as of 8 Aug 24)
Employees
2
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jul 24
13F-HR
Quarterly holdings report by institutional manager
2 May 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23