Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
852156735
SEC advisor number
801-111709
FINRA CRD number
289507
AUM ?
$880.56 mm
(as of 26 Mar 24)
Accounts
3,132
(as of 26 Mar 24)
Employees
33
(25 investment advisory or research)
Latest filings (excl ownership)
No filings