Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
571112601
SEC advisor number
801-67535
FINRA CRD number
140168
AUM ?
$436.53 mm
(as of 6 Feb 24)
Accounts
1,524
(as of 6 Feb 24)
Employees
6
(5 investment advisory or research)
Latest filings (excl ownership)
No filings