Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
581526065
SEC advisor number
801-19907
FINRA CRD number
107671
AUM ?
$758.83 mm
(as of 28 Mar 24)
Accounts
569
(as of 28 Mar 24)
Employees
5
(3 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
24 Feb 23