Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
161540153
SEC advisor number
801-69225
FINRA CRD number
16629
AUM ?
$409.08 mm
(as of 6 Jun 24)
Accounts
1,799
(as of 6 Jun 24)
Employees
24
(20 investment advisory or research)
Latest filings (excl ownership)