By expenditures
| Name | Title | Type |
|---|---|---|
| Trey Knight | Asset Manager | Auditee |
| Dave Lundgren | SENIOR VICE PRESIDENT | Auditee |
| David Bell | Partner | Auditee |
| No contacts on file | ||
| ID | Year | Date Accepted | Auditor | Spend |
|---|---|---|---|---|
| 398661 | 2025 | 2026-04-14 | CARTER & COMPANY CPA LLC | $1.89M |
| 352846 | 2024 | 2025-04-07 | Carter & Company CPA LLC | $2.01M |
| 305356 | 2023 | 2024-05-02 | Carter & Company CPA LLC | $2.16M |
| 313673 | 2022 | 2023-05-30 | Carter & Company CPA LLC | $2.28M |
| Audit | Year | Accepted | Finding | Ref | Severity | Repeat | Requirement |
|---|---|---|---|---|---|---|---|
| No findings found for this organization | |||||||