Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
341777509
SEC advisor number
801-43618
FINRA CRD number
107489
AUM ?
$312.22 mm
(as of 30 May 24)
Accounts
865
(as of 30 May 24)
Employees
10
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
15 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23