Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
274464648
SEC advisor number
801-120905
FINRA CRD number
156208
AUM ?
$279.00 mm
(as of 22 Apr 24)
Accounts
563
(as of 22 Apr 24)
Employees
8
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings