Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
593766965
SEC advisor number
801-67369
FINRA CRD number
123475
AUM ?
$2.89 bn
(as of 25 Jul 24)
Accounts
1,842
(as of 25 Jul 24)
Employees
13
(10 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 May 24
13F-HR
Quarterly holdings report by institutional manager
15 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
16 Aug 23
13F-HR
Quarterly holdings report by institutional manager
16 May 23