Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
472814185
SEC advisor number
801-113632
FINRA CRD number
174887
AUM ?
$208.43 mm
(as of 14 Feb 24)
Accounts
328
(as of 14 Feb 24)
Employees
4
(4 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Mar 23