Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
824452475
SEC advisor number
801-112359
FINRA CRD number
289725
AUM ?
$876.60 mm
(as of 18 Sep 24)
Accounts
1,242
(as of 18 Sep 24)
Employees
9
(6 investment advisory or research)
Latest filings (excl ownership)