Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-110251
FINRA CRD number
159251
AUM ?
$346.24 mm
(as of 26 Mar 24)
Accounts
1,537
(as of 26 Mar 24)
Employees
6
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Aug 24
13F-HR
Quarterly holdings report by institutional manager
3 Jul 24
13F-HR
Quarterly holdings report by institutional manager
3 Jul 24
13F-HR
Quarterly holdings report by institutional manager
3 Jul 24
13F-HR
Quarterly holdings report by institutional manager
3 Jul 24
13F-HR
Quarterly holdings report by institutional manager
3 Jul 24
13F-HR
Quarterly holdings report by institutional manager
3 Jul 24