Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
911839135
SEC advisor number
801-106825
FINRA CRD number
137724
AUM ?
$232.14 mm
(as of 4 Mar 24)
Accounts
222
(as of 4 Mar 24)
Employees
6
(5 investment advisory or research)
Latest filings (excl ownership)