Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-78337
FINRA CRD number
168429
AUM ?
$782.58 mm
(as of 5 Apr 24)
Accounts
1,233
(as of 5 Apr 24)
Employees
5
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
16 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Mar 23