Company profile
Employees
SEC CIK
IRS number
20579227
SEC advisor number
801-61082
FINRA CRD number
120109
AUM ?
$524.63 mm
(as of 27 Mar 24)
Accounts
3
(as of 27 Mar 24)
Employees
9
(5 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings