Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
474421466
SEC advisor number
801-116681
FINRA CRD number
281045
AUM ?
$320.52 mm
(as of 14 Aug 24)
Accounts
553
(as of 14 Aug 24)
Employees
5
(4 investment advisory or research)
Latest filings (excl ownership)