Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
384105287
SEC advisor number
801-114827
FINRA CRD number
300327
AUM ?
$321.96 mm
(as of 18 Mar 24)
Accounts
551
(as of 18 Mar 24)
Employees
6
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Jul 24
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Sep 23
13F-HR
Quarterly holdings report by institutional manager
7 Sep 23
13F-HR
Quarterly holdings report by institutional manager
29 Aug 23