Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
202137916
SEC advisor number
801-107751
FINRA CRD number
283648
AUM ?
$629.51 mm
(as of 26 Mar 24)
Accounts
2,167
(as of 26 Mar 24)
Employees
19
(9 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Sep 24
13F-HR
Quarterly holdings report by institutional manager
11 Sep 24
13F-HR
Quarterly holdings report by institutional manager
11 Sep 24
13F-HR
Quarterly holdings report by institutional manager
11 Sep 24
13F-HR
Quarterly holdings report by institutional manager
11 Sep 24
13F-HR
Quarterly holdings report by institutional manager
11 Sep 24
13F-HR
Quarterly holdings report by institutional manager
11 Sep 24
13F-HR
Quarterly holdings report by institutional manager
11 Sep 24
13F-HR
Quarterly holdings report by institutional manager
11 Sep 24
13F-HR
Quarterly holdings report by institutional manager
11 Sep 24