Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
912099892
SEC advisor number
801-57864
FINRA CRD number
108245
AUM ?
$507.07 mm
(as of 28 Mar 24)
Accounts
1,218
(as of 28 Mar 24)
Employees
12
(5 investment advisory or research)
Brochures
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
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Mar 23