Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
134006232
SEC advisor number
801-69304
FINRA CRD number
110637
AUM ?
$9.13 bn
(as of 19 Dec 23)
Accounts
892
(as of 19 Dec 23)
Employees
41
(17 investment advisory or research)
Latest filings (excl ownership)
No filings