Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
882355091
SEC advisor number
801-126102
FINRA CRD number
322382
AUM ?
$228.53 mm
(as of 20 Aug 24)
Accounts
2,835
(as of 20 Aug 24)
Employees
48
(43 investment advisory or research)
Latest filings (excl ownership)
No filings