Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
30567580
SEC advisor number
801-64547
FINRA CRD number
136426
AUM ?
$362.44 mm
(as of 28 Feb 24)
Accounts
1,035
(as of 28 Feb 24)
Employees
6
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings