Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
880694639
SEC advisor number
801-128714
FINRA CRD number
327434
AUM ?
$236.96 mm
(as of 19 Mar 24)
Accounts
2,988
(as of 19 Mar 24)
Employees
42
(10 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings