Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
821373076
SEC advisor number
801-66794
FINRA CRD number
139237
AUM ?
$854.26 mm
(as of 26 Mar 24)
Accounts
1,354
(as of 26 Mar 24)
Employees
8
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
28 Mar 23