Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
383391331
SEC advisor number
801-57192
FINRA CRD number
107931
AUM ?
$489.23 mm
(as of 12 Apr 24)
Accounts
2,546
(as of 12 Apr 24)
Employees
13
(3 investment advisory or research)
Latest filings (excl ownership)