Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
873069106
SEC advisor number
801-123161
FINRA CRD number
317532
AUM ?
$174.91 mm
(as of 14 Feb 24)
Accounts
1,115
(as of 14 Feb 24)
Employees
5
(4 investment advisory or research)
Latest filings (excl ownership)
No filings