Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
874553666
SEC advisor number
801-122889
FINRA CRD number
317711
AUM ?
$1.51 bn
(as of 29 Aug 24)
Accounts
4,982
(as of 29 Aug 24)
Employees
14
(10 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings