Company profile
Website
Employees
Fiscal year end
SEC CIK
IRS number
264290706
SEC advisor number
801-117954
FINRA CRD number
172793
AUM ?
$568.36 mm
(as of 27 Feb 24)
Accounts
2,267
(as of 27 Feb 24)
Employees
13
(9 investment advisory or research)
Latest filings (excl ownership)
No filings