Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
270508023
SEC advisor number
801-69751
FINRA CRD number
148406
AUM ?
$406.12 mm
(as of 23 Apr 24)
Accounts
1,386
(as of 23 Apr 24)
Employees
12
(4 investment advisory or research)
Latest filings (excl ownership)
No filings