Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
822411685
SEC advisor number
801-123310
FINRA CRD number
317372
AUM ?
$233.30 mm
(as of 28 Mar 24)
Accounts
91
(as of 28 Mar 24)
Employees
5
(4 investment advisory or research)
Latest filings (excl ownership)
No filings