Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
391908088
SEC advisor number
801-78348
FINRA CRD number
115699
AUM ?
$204.27 mm
(as of 12 Mar 24)
Accounts
573
(as of 12 Mar 24)
Employees
5
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings