Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
872164766
SEC advisor number
801-131148
FINRA CRD number
332377
AUM ?
$0.00
(as of 25 Sep 24)
Accounts
0
(as of 25 Sep 24)
Employees
10
(6 investment advisory or research)
Latest filings (excl ownership)
MA-I/A
Municipal Advisor registration (individual) (amended)
12 Nov 24
MA-I/A
Municipal Advisor registration (individual) (amended)
12 Nov 24
MA-I/A
Municipal Advisor registration (individual) (amended)
4 Jun 24
MA-A
Municipal Advisor registration (firm) (update)
22 Mar 24
MA-I
Municipal Advisor registration (individual)
14 Mar 24
MA-I/A
Municipal Advisor registration (individual) (amended)
11 Mar 24
MA-I/A
Municipal Advisor registration (individual) (amended)
6 Feb 24
MA-I/A
Municipal Advisor registration (individual) (amended)
23 Jan 24
MA-I/A
Municipal Advisor registration (individual) (amended)
12 Jan 24
MA-I/A
Municipal Advisor registration (individual) (amended)
20 Dec 23
Latest ownership filings
No filings