Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
863001577
SEC advisor number
801-120444
FINRA CRD number
312728
AUM ?
$983.94 mm
(as of 16 Apr 24)
Accounts
3,016
(as of 16 Apr 24)
Employees
22
(16 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
1 Jun 23