Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
651193184
SEC advisor number
801-62557
FINRA CRD number
128590
AUM ?
$3.14 bn
(as of 26 Mar 24)
Accounts
5,804
(as of 26 Mar 24)
Employees
71
(36 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
31 May 23
13F-HR
Quarterly holdings report by institutional manager
31 May 23
13F-HR
Quarterly holdings report by institutional manager
31 May 23
13F-HR
Quarterly holdings report by institutional manager
31 May 23
13F-HR
Quarterly holdings report by institutional manager
31 May 23