Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
873637421
SEC advisor number
801-127330
FINRA CRD number
324114
AUM ?
$328.01 mm
(as of 20 Mar 24)
Accounts
226
(as of 20 Mar 24)
Employees
4
(4 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Aug 24
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23