Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
611383537
SEC advisor number
801-71475
FINRA CRD number
120222
AUM ?
$845.81 mm
(as of 10 Jul 24)
Accounts
2,890
(as of 10 Jul 24)
Employees
60
(50 investment advisory or research)
Latest filings (excl ownership)
No filings