Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
921298442
SEC advisor number
801-128997
FINRA CRD number
328007
AUM ?
$341.50 mm
(as of 9 Aug 24)
Accounts
1,420
(as of 9 Aug 24)
Employees
11
(7 investment advisory or research)
Latest filings (excl ownership)