Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
472010858
SEC advisor number
801-80742
FINRA CRD number
173995
AUM ?
$1.74 bn
(as of 28 Mar 24)
Accounts
4,147
(as of 28 Mar 24)
Employees
35
(30 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23