Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
760536705
SEC advisor number
801-30106
FINRA CRD number
105643
AUM ?
$1.29 bn
(as of 28 Aug 24)
Accounts
789
(as of 28 Aug 24)
Employees
17
(14 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jul 24
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Apr 24