Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
204775309
SEC advisor number
801-110942
FINRA CRD number
140679
AUM ?
$225.22 mm
(as of 18 Feb 21)
Accounts
242
(as of 18 Feb 21)
Employees
5
(2 investment advisory or research)
Latest filings (excl ownership)
No filings