Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
934004787
SEC advisor number
801-129342
FINRA CRD number
329415
AUM ?
$1.17 bn
(as of 1 Oct 24)
Accounts
4,470
(as of 1 Oct 24)
Employees
43
(43 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings