Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
43470742
SEC advisor number
801-112720
FINRA CRD number
128547
AUM ?
$395.90 mm
(as of 5 Feb 24)
Accounts
260
(as of 5 Feb 24)
Employees
8
(5 investment advisory or research)
Latest filings (excl ownership)