Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
751987867
SEC advisor number
801-117819
FINRA CRD number
306574
AUM ?
$300.35 mm
(as of 27 Mar 24)
Accounts
738
(as of 27 Mar 24)
Employees
4
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings