Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
843571474
SEC advisor number
801-129354
FINRA CRD number
317352
AUM ?
$356.24 mm
(as of 12 Mar 24)
Accounts
532
(as of 12 Mar 24)
Employees
3
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings