Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
262793974
SEC advisor number
801-115127
FINRA CRD number
147615
AUM ?
$293.75 mm
(as of 28 Aug 24)
Accounts
554
(as of 28 Aug 24)
Employees
10
(9 investment advisory or research)
Latest filings (excl ownership)