Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
275349405
SEC advisor number
801-78723
FINRA CRD number
156803
AUM ?
$2.61 bn
(as of 16 May 24)
Accounts
1,781
(as of 16 May 24)
Employees
16
(14 investment advisory or research)
Latest filings (excl ownership)
No filings