Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
260439092
SEC advisor number
801-100442
FINRA CRD number
142654
AUM ?
$407.24 mm
(as of 17 Jul 24)
Accounts
906
(as of 17 Jul 24)
Employees
6
(5 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings