Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
833507666
SEC advisor number
801-129053
FINRA CRD number
318592
AUM ?
$126.91 mm
(as of 29 Feb 24)
Accounts
426
(as of 29 Feb 24)
Employees
12
(5 investment advisory or research)
Latest filings (excl ownership)
No filings