Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
874215565
SEC advisor number
801-123002
FINRA CRD number
318083
AUM ?
$258.30 mm
(as of 2 Jul 24)
Accounts
331
(as of 2 Jul 24)
Employees
7
(3 investment advisory or research)
Latest filings (excl ownership)
No filings