Company profile
Website
Employees
Fiscal year end
SEC CIK
IRS number
811361049
SEC advisor number
801-108435
FINRA CRD number
283891
AUM ?
$1.52 bn
(as of 18 Mar 24)
Accounts
3,937
(as of 18 Mar 24)
Employees
31
(29 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings