Company profile
Website
Employees
Fiscal year end
SEC CIK
IRS number
208906137
SEC advisor number
801-115105
FINRA CRD number
150008
AUM ?
$485.08 mm
(as of 29 Mar 24)
Accounts
1,049
(as of 29 Mar 24)
Employees
8
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings