Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
460531977
SEC advisor number
801-106855
FINRA CRD number
117212
AUM ?
$329.96 mm
(as of 20 Feb 24)
Accounts
1,719
(as of 20 Feb 24)
Employees
8
(8 investment advisory or research)
Latest filings (excl ownership)