Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
260237809
SEC advisor number
801-77820
FINRA CRD number
145399
AUM ?
$853.22 mm
(as of 25 Mar 24)
Accounts
3,356
(as of 25 Mar 24)
Employees
15
(15 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Nov 24
13F-HR
Quarterly holdings report by institutional manager
12 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Jan 24