Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
522136315
SEC advisor number
801-112975
FINRA CRD number
108830
AUM ?
$268.86 mm
(as of 4 Apr 24)
Accounts
759
(as of 4 Apr 24)
Employees
5
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Aug 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
20 Dec 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
19 May 23
13F-HR
Quarterly holdings report by institutional manager
17 May 23