Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
810556507
SEC advisor number
801-115211
FINRA CRD number
121384
AUM ?
$222.74 mm
(as of 12 Feb 24)
Accounts
1,244
(as of 12 Feb 24)
Employees
7
(4 investment advisory or research)
Latest filings (excl ownership)
No filings