Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
630923499
SEC advisor number
801-58257
FINRA CRD number
17870
AUM ?
$1.70 bn
(as of 5 Apr 24)
Accounts
5,266
(as of 5 Apr 24)
Employees
68
(39 investment advisory or research)
Latest filings (excl ownership)
No filings