Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
208903071
SEC advisor number
801-67988
FINRA CRD number
144069
AUM ?
$218.80 mm
(as of 4 Mar 24)
Accounts
1,174
(as of 4 Mar 24)
Employees
12
(11 investment advisory or research)
Latest filings (excl ownership)
No filings