Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
822900112
SEC advisor number
801-112175
FINRA CRD number
290565
AUM ?
$668.44 mm
(as of 11 Jul 24)
Accounts
3,325
(as of 11 Jul 24)
Employees
23
(15 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings