Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
853866972
SEC advisor number
801-119836
FINRA CRD number
310632
AUM ?
$747.30 mm
(as of 4 Sep 24)
Accounts
1,061
(as of 4 Sep 24)
Employees
12
(7 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jul 24
13F-HR
Quarterly holdings report by institutional manager
7 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23