Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
202101861
SEC advisor number
801-64431
FINRA CRD number
133038
AUM ?
$478.46 mm
(as of 15 Feb 24)
Accounts
2,454
(as of 15 Feb 24)
Employees
7
(3 investment advisory or research)
Latest filings (excl ownership)
No filings