Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-126696
FINRA CRD number
319011
AUM ?
$1.63 bn
(as of 10 Jul 23)
Accounts
8
(as of 10 Jul 23)
Employees
23
(9 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
23 Feb 23