Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
541948107
SEC advisor number
801-126851
FINRA CRD number
307273
AUM ?
$301.70 mm
(as of 4 Apr 24)
Accounts
931
(as of 4 Apr 24)
Employees
8
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings