Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
474566633
SEC advisor number
801-102469
FINRA CRD number
175219
AUM ?
$191.25 mm
(as of 26 Mar 24)
Accounts
780
(as of 26 Mar 24)
Employees
3
(2 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23