Company profile
Website
Employees
Fiscal year end
SEC CIK
IRS number
874516207
SEC advisor number
801-123462
FINRA CRD number
319125
AUM ?
$628.53 mm
(as of 29 Mar 24)
Accounts
412
(as of 29 Mar 24)
Employees
5
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 May 23
13F-HR
Quarterly holdings report by institutional manager
22 May 23