Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
263614193
SEC advisor number
801-69825
FINRA CRD number
149096
AUM ?
$348.27 mm
(as of 29 Mar 24)
Accounts
1,057
(as of 29 Mar 24)
Employees
6
(6 investment advisory or research)
Latest filings (excl ownership)
No filings