Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
50462791
SEC advisor number
801-110786
FINRA CRD number
1175
AUM ?
$370.06 mm
(as of 29 Feb 24)
Accounts
995
(as of 29 Feb 24)
Employees
10
(5 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Jun 23
13F-HR
Quarterly holdings report by institutional manager
23 May 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23