Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
454048814
SEC advisor number
801-112083
FINRA CRD number
160235
AUM ?
$227.47 mm
(as of 28 Mar 24)
Accounts
447
(as of 28 Mar 24)
Employees
3
(2 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jul 24
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
16 Feb 23