Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
204876582
SEC advisor number
801-120268
FINRA CRD number
140913
AUM ?
$231.88 mm
(as of 17 Jun 24)
Accounts
1,169
(as of 17 Jun 24)
Employees
3
(3 investment advisory or research)
Latest filings (excl ownership)