Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
823615538
SEC advisor number
801-117721
FINRA CRD number
306278
AUM ?
$577.19 mm
(as of 12 Mar 24)
Accounts
1,030
(as of 12 Mar 24)
Employees
8
(6 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
31 Mar 23
13F-HR
Quarterly holdings report by institutional manager
24 Mar 23
13F-HR
Quarterly holdings report by institutional manager
24 Mar 23
13F-HR
Quarterly holdings report by institutional manager
24 Mar 23
13F-HR
Quarterly holdings report by institutional manager
24 Mar 23
13F-HR
Quarterly holdings report by institutional manager
24 Mar 23