Company profile
Website
Employees
SEC CIK
IRS number
43493787
SEC advisor number
801-100474
FINRA CRD number
145713
AUM ?
$720.24 mm
(as of 23 Feb 24)
Accounts
1,880
(as of 23 Feb 24)
Employees
26
(11 investment advisory or research)
Latest filings (excl ownership)
No filings