Company profile
Website
Employees
Fiscal year end
SEC CIK
IRS number
262363665
SEC advisor number
801-119541
FINRA CRD number
147056
AUM ?
$244.89 mm
(as of 1 Mar 24)
Accounts
1,407
(as of 1 Mar 24)
Employees
3
(3 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings