Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
463703245
SEC advisor number
801-80641
FINRA CRD number
172370
AUM ?
$814.80 mm
(as of 29 Mar 24)
Accounts
2,394
(as of 29 Mar 24)
Employees
9
(6 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Aug 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
11 Mar 24
13F-HR
Quarterly holdings report by institutional manager
11 Mar 24
13F-HR
Quarterly holdings report by institutional manager
11 Mar 24
13F-HR
Quarterly holdings report by institutional manager
11 Mar 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24