Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
453834091
SEC advisor number
801-117266
FINRA CRD number
160108
AUM ?
$296.44 mm
(as of 29 Mar 24)
Accounts
2,716
(as of 29 Mar 24)
Employees
13
(9 investment advisory or research)
Latest filings (excl ownership)