Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
201420600
SEC advisor number
801-78728
FINRA CRD number
145799
AUM ?
$369.04 mm
(as of 23 Mar 24)
Accounts
787
(as of 23 Mar 24)
Employees
8
(8 investment advisory or research)
Latest filings (excl ownership)
No filings