Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
204329450
SEC advisor number
801-66710
FINRA CRD number
140210
AUM ?
$287.09 mm
(as of 25 Mar 24)
Accounts
405
(as of 25 Mar 24)
Employees
3
(3 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Oct 24
13F-HR
Quarterly holdings report by institutional manager
19 Jul 24
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23