Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
581585803
SEC advisor number
801-22637
FINRA CRD number
105302
AUM ?
$542.90 mm
(as of 5 Feb 24)
Accounts
1,345
(as of 5 Feb 24)
Employees
8
(5 investment advisory or research)
Latest filings (excl ownership)
No filings