Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
872225754
SEC advisor number
801-122035
FINRA CRD number
315635
AUM ?
$278.36 mm
(as of 23 Feb 24)
Accounts
237
(as of 23 Feb 24)
Employees
5
(3 investment advisory or research)
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
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23