Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
831517693
SEC advisor number
801-114058
FINRA CRD number
298729
AUM ?
$354.41 mm
(as of 26 Mar 24)
Accounts
927
(as of 26 Mar 24)
Employees
4
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23