Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
473314008
SEC advisor number
801-107968
FINRA CRD number
226583
AUM ?
$332.97 mm
(as of 19 Mar 24)
Accounts
563
(as of 19 Mar 24)
Employees
5
(2 investment advisory or research)
Latest filings (excl ownership)
No filings