Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
43177016
SEC advisor number
801-44279
FINRA CRD number
106408
AUM ?
$301.77 mm
(as of 17 Mar 24)
Accounts
490
(as of 17 Mar 24)
Employees
4
(4 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Oct 24
13F-HR
Quarterly holdings report by institutional manager
7 Oct 24
13F-HR
Quarterly holdings report by institutional manager
7 Oct 24
13F-HR
Quarterly holdings report by institutional manager
7 Oct 24
13F-HR
Quarterly holdings report by institutional manager
9 Aug 24