Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
843308570
SEC advisor number
801-128328
FINRA CRD number
306298
AUM ?
$279.60 mm
(as of 22 Mar 24)
Accounts
1,198
(as of 22 Mar 24)
Employees
18
(15 investment advisory or research)
Latest filings (excl ownership)
No filings