Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
581432011
SEC advisor number
801-64708
FINRA CRD number
136214
AUM ?
$986.75 mm
(as of 23 Jul 24)
Accounts
3,074
(as of 23 Jul 24)
Employees
26
(24 investment advisory or research)
Latest filings (excl ownership)