Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
912092070
SEC advisor number
801-113777
FINRA CRD number
296896
AUM ?
$1.08 bn
(as of 29 Feb 24)
Accounts
2,662
(as of 29 Feb 24)
Employees
12
(11 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Oct 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 24
13F-HR
Quarterly holdings report by institutional manager
9 Oct 24