Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
272442659
SEC advisor number
801-72170
FINRA CRD number
153940
AUM ?
$2.12 bn
(as of 26 Mar 24)
Accounts
977
(as of 26 Mar 24)
Employees
21
(8 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings