Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
821443892
SEC advisor number
801-110683
FINRA CRD number
288557
AUM ?
$1.37 bn
(as of 28 Mar 24)
Accounts
6,532
(as of 28 Mar 24)
Employees
11
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
16 Feb 23