Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
843769147
SEC advisor number
801-125874
FINRA CRD number
321790
AUM ?
$331.44 mm
(as of 28 Mar 24)
Accounts
513
(as of 28 Mar 24)
Employees
5
(4 investment advisory or research)
Latest filings (excl ownership)
No filings