Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
993366541
SEC advisor number
801-126600
FINRA CRD number
130384
AUM ?
$154.75 mm
(as of 20 Mar 24)
Accounts
500
(as of 20 Mar 24)
Employees
2
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings