Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
861158062
SEC advisor number
801-73641
FINRA CRD number
161327
AUM ?
$7.43 bn
(as of 28 Mar 24)
Accounts
24
(as of 28 Mar 24)
Employees
56
(18 investment advisory or research)
Latest filings (excl ownership)
No filings