Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
330809931
SEC advisor number
801-39752
FINRA CRD number
107901
AUM ?
$319.84 mm
(as of 1 Jul 24)
Accounts
473
(as of 1 Jul 24)
Employees
4
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings