Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
823115494
SEC advisor number
801-112146
FINRA CRD number
290770
AUM ?
$242.04 mm
(as of 11 Apr 24)
Accounts
955
(as of 11 Apr 24)
Employees
12
(8 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings