Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
363977702
SEC advisor number
801-118168
FINRA CRD number
305824
AUM ?
$559.02 mm
(as of 1 Nov 24)
Accounts
3,635
(as of 1 Nov 24)
Employees
13
(9 investment advisory or research)
Latest ownership filings
No filings