Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
541093911
SEC advisor number
801-14391
FINRA CRD number
107750
AUM ?
$1.12 bn
(as of 27 Feb 24)
Accounts
2,595
(as of 27 Feb 24)
Employees
23
(11 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
15 Sep 23
13F-HR
Quarterly holdings report by institutional manager
15 Sep 23
13F-HR
Quarterly holdings report by institutional manager
15 Sep 23
13F-HR
Quarterly holdings report by institutional manager
15 Sep 23
13F-HR
Quarterly holdings report by institutional manager
15 Sep 23
13F-HR
Quarterly holdings report by institutional manager
15 Sep 23
13F-HR
Quarterly holdings report by institutional manager
15 Sep 23