Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
465690001
SEC advisor number
801-128132
FINRA CRD number
172612
AUM ?
$128.15 mm
(as of 5 Nov 24)
Accounts
565
(as of 5 Nov 24)
Employees
1
(1 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
9 Aug 24
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23