Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
330940439
SEC advisor number
801-79351
FINRA CRD number
170392
AUM ?
$306.54 mm
(as of 23 Jul 24)
Accounts
1,096
(as of 23 Jul 24)
Employees
7
(7 investment advisory or research)
Latest filings (excl ownership)
No filings