Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
850538718
SEC advisor number
801-122207
FINRA CRD number
315768
AUM ?
$391.79 mm
(as of 15 Mar 24)
Accounts
1,655
(as of 15 Mar 24)
Employees
15
(13 investment advisory or research)
Latest filings (excl ownership)
No filings