Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
30502016
SEC advisor number
801-108916
FINRA CRD number
126942
AUM ?
$196.69 mm
(as of 14 Mar 24)
Accounts
848
(as of 14 Mar 24)
Employees
4
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings