Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
271981796
SEC advisor number
801-71168
FINRA CRD number
153117
AUM ?
$626.54 mm
(as of 26 Mar 24)
Accounts
617
(as of 26 Mar 24)
Employees
6
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
4 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Jun 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Jun 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
4 Apr 23