Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
824398431
SEC advisor number
801-121526
FINRA CRD number
297351
AUM ?
$257.14 mm
(as of 23 Aug 24)
Accounts
455
(as of 23 Aug 24)
Employees
16
(16 investment advisory or research)
Latest filings (excl ownership)