Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
223109431
SEC advisor number
801-38772
FINRA CRD number
107399
AUM ?
$1.20 bn
(as of 11 Mar 24)
Accounts
3,256
(as of 11 Mar 24)
Employees
10
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23