Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
711044242
SEC advisor number
801-68830
FINRA CRD number
146255
AUM ?
$466.86 mm
(as of 16 Jul 24)
Accounts
229
(as of 16 Jul 24)
Employees
5
(3 investment advisory or research)
Latest filings (excl ownership)
No filings