| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 06/17/2025 |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 5 -28.57% |
| of those in investment advisory functions | 3 -25.00% |
| Registration | SEC, Approved, 12/19/1994 |
- High net worth individuals
- Investment companies
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds
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|---|---|---|---|---|---|
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| Stck Ticker92939U106 | Stock NameWEC ENERGY GROUP INC | $ Position$8,890,725 | % Position4.00% | $ Change4.00% | # Change-10.00% |
| Stck Ticker718172109 | Stock NamePHILIP MORRIS INTL INC | $ Position$9,435,373 | % Position4.00% | $ Change18.00% | # Change-10.00% |
| Stck Ticker539830109 | Stock NameLOCKHEED MARTIN CORP | $ Position$6,768,433 | % Position3.00% | $ Change-16.00% | # Change-9.00% |
| Stck TickerG5960L103 | Stock NameMEDTRONIC PLC | $ Position$7,030,448 | % Position3.00% | $ Change3.00% | # Change-8.00% |
| Stck Ticker92343V104 | Stock NameVERIZON COMMUNICATIONS INC | $ Position$7,006,857 | % Position3.00% | $ Change4.00% | # Change-9.00% |
| Stck Ticker706327103 | Stock NamePEMBINA PIPELINE CORP | $ Position$7,518,804 | % Position3.00% | $ Change-2.00% | # Change-10.00% |
| Stck Ticker78468R663 | Stock NameSPDR SER TRUST - SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $ Position$6,596,196 | % Position3.00% | $ Change-9.00% | # Change-9.00% |