Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
814389161
SEC advisor number
801-108722
FINRA CRD number
285484
AUM ?
$318.03 mm
(as of 5 Mar 24)
Accounts
331
(as of 5 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
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Mar 23