Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
800394091
SEC advisor number
801-126404
FINRA CRD number
322605
AUM ?
$468.69 mm
(as of 15 Feb 24)
Accounts
2,452
(as of 15 Feb 24)
Employees
11
(5 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jul 24
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
31 May 23
13F-HR
Quarterly holdings report by institutional manager
31 May 23