Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
364452360
SEC advisor number
801-62698
FINRA CRD number
118443
AUM ?
$1.00 bn
(as of 27 Mar 24)
Accounts
4,599
(as of 27 Mar 24)
Employees
29
(15 investment advisory or research)
Latest filings (excl ownership)
No filings