Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
271622680
SEC advisor number
801-71245
FINRA CRD number
152895
AUM ?
$207.08 mm
(as of 29 Apr 24)
Accounts
744
(as of 29 Apr 24)
Employees
5
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
20 May 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Mar 23