Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
812104366
SEC advisor number
801-117802
FINRA CRD number
167828
AUM ?
$302.05 mm
(as of 27 Jun 24)
Accounts
310
(as of 27 Jun 24)
Employees
12
(9 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
No filings