Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
874765837
SEC advisor number
801-129231
FINRA CRD number
328998
AUM ?
$21.64 bn
(as of 26 Sep 24)
Accounts
84
(as of 26 Sep 24)
Employees
98
(43 investment advisory or research)
Latest filings (excl ownership)