Company profile
Employees
SEC CIK
IRS number
821117744
SEC advisor number
801-108940
FINRA CRD number
283103
AUM ?
$394.45 mm
(as of 7 Mar 24)
Accounts
220
(as of 7 Mar 24)
Employees
2
(1 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Mar 24
13F-HR
Quarterly holdings report by institutional manager
12 Mar 24
13F-HR
Quarterly holdings report by institutional manager
12 Mar 24
13F-HR
Quarterly holdings report by institutional manager
12 Mar 24
13F-HR
Quarterly holdings report by institutional manager
12 Mar 24
13F-HR
Quarterly holdings report by institutional manager
12 Mar 24
13F-HR
Quarterly holdings report by institutional manager
12 Mar 24
13F-HR
Quarterly holdings report by institutional manager
12 Mar 24
13F-HR
Quarterly holdings report by institutional manager
12 Mar 24