Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
922669601
SEC advisor number
801-119004
FINRA CRD number
309397
AUM ?
$1.65 mm
(as of 1 Jul 24)
Accounts
38,185
(as of 1 Jul 24)
Employees
38
(4 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
No filings