Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
383472919
SEC advisor number
801-114302
FINRA CRD number
299129
AUM ?
$354.19 mm
(as of 6 Mar 24)
Accounts
1,262
(as of 6 Mar 24)
Employees
6
(3 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Oct 24
13F-HR
Quarterly holdings report by institutional manager
25 Jul 24
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23