Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
462760432
SEC advisor number
801-121878
FINRA CRD number
168744
AUM ?
$308.78 mm
(as of 25 Apr 24)
Accounts
1,347
(as of 25 Apr 24)
Employees
17
(10 investment advisory or research)
Latest filings (excl ownership)
No filings