Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
542036076
SEC advisor number
801-125000
FINRA CRD number
116027
AUM ?
$167.03 mm
(as of 11 Feb 25)
Accounts
329
(as of 11 Feb 25)
Employees
3
(3 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
27 Jan 25
13F-HR
Quarterly holdings report by institutional manager
23 Oct 24
13F-HR
Quarterly holdings report by institutional manager
16 Jul 24
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24