Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
473608509
SEC advisor number
801-129994
FINRA CRD number
217514
AUM ?
$141.65 mm
(as of 23 Aug 24)
Accounts
559
(as of 23 Aug 24)
Employees
3
(3 investment advisory or research)
Latest filings (excl ownership)