Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
760430688
SEC advisor number
801-60648
FINRA CRD number
112486
AUM ?
$427.91 mm
(as of 31 Mar 22)
Accounts
873
(as of 31 Mar 22)
Employees
5
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
28 Jan 25
13F-HR
Quarterly holdings report by institutional manager
15 Oct 24
13F-HR
Quarterly holdings report by institutional manager
17 Jul 24
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22