Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
300856485
SEC advisor number
801-50432
FINRA CRD number
106649
AUM ?
$767.86 mm
(as of 29 Aug 24)
Accounts
3,359
(as of 29 Aug 24)
Employees
16
(14 investment advisory or research)
Latest filings (excl ownership)
No filings