Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
814555554
SEC advisor number
801-119920
FINRA CRD number
286646
AUM ?
$125.14 mm
(as of 26 Mar 24)
Accounts
785
(as of 26 Mar 24)
Employees
8
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 Apr 23