Company profile
Website
Employees
SEC CIK
IRS number
753130574
SEC advisor number
801-77062
FINRA CRD number
165266
AUM ?
$438.37 mm
(as of 29 Apr 24)
Accounts
1,156
(as of 29 Apr 24)
Employees
8
(3 investment advisory or research)
Latest filings (excl ownership)