Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
203708159
SEC advisor number
801-113063
FINRA CRD number
157274
AUM ?
$390.11 mm
(as of 27 Mar 24)
Accounts
952
(as of 27 Mar 24)
Employees
8
(7 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings