Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
391828175
SEC advisor number
801-56966
FINRA CRD number
108669
AUM ?
$724.82 mm
(as of 22 Mar 24)
Accounts
986
(as of 22 Mar 24)
Employees
22
(17 investment advisory or research)
Latest filings (excl ownership)
No filings