Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
832849623
SEC advisor number
801-120443
FINRA CRD number
312878
AUM ?
$651.14 mm
(as of 25 Jul 24)
Accounts
2,007
(as of 25 Jul 24)
Employees
17
(17 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jul 24
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
SC 13G
FIRST TRUST EXCHANGE-TRADED FUND VI
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24