Company profile
Website
Employees
SEC CIK
IRS number
472234373
SEC advisor number
801-68879
FINRA CRD number
125401
AUM ?
$466.48 mm
(as of 19 Mar 24)
Accounts
796
(as of 19 Mar 24)
Employees
2
(2 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings