Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
270448352
SEC advisor number
801-113478
FINRA CRD number
151151
AUM ?
$308.06 mm
(as of 27 Feb 24)
Accounts
872
(as of 27 Feb 24)
Employees
5
(3 investment advisory or research)
Latest filings (excl ownership)