Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
462110768
SEC advisor number
801-77994
FINRA CRD number
166769
AUM ?
$1.65 bn
(as of 12 Mar 24)
Accounts
3,658
(as of 12 Mar 24)
Employees
37
(33 investment advisory or research)
Latest filings (excl ownership)
No filings