Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
474221739
SEC advisor number
801-120413
FINRA CRD number
277149
AUM ?
$273.67 mm
(as of 19 Mar 24)
Accounts
1,213
(as of 19 Mar 24)
Employees
12
(8 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Mar 23