Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
830756137
SEC advisor number
801-114654
FINRA CRD number
299263
AUM ?
$354.29 mm
(as of 1 Apr 24)
Accounts
754
(as of 1 Apr 24)
Employees
11
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Mar 23
13F-HR
Quarterly holdings report by institutional manager
17 Mar 23
13F-HR
Quarterly holdings report by institutional manager
17 Mar 23
13F-HR
Quarterly holdings report by institutional manager
17 Mar 23
13F-HR
Quarterly holdings report by institutional manager
17 Mar 23