Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
760802590
SEC advisor number
801-113152
FINRA CRD number
295954
AUM ?
$460.58 mm
(as of 6 Mar 24)
Accounts
1,045
(as of 6 Mar 24)
Employees
6
(4 investment advisory or research)
Latest filings (excl ownership)
No filings