Company profile
Website
Employees
Fiscal year end
SEC CIK
IRS number
800963366
SEC advisor number
801-121600
FINRA CRD number
144779
AUM ?
$178.95 mm
(as of 21 Mar 24)
Accounts
1,242
(as of 21 Mar 24)
Employees
12
(6 investment advisory or research)
Latest filings (excl ownership)
No filings