Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
202461737
AUM ?
$353.56 mm
(as of 31 Mar 21)
Accounts
808
(as of 31 Mar 21)
Employees
7
(4 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM TO 5:00PM EST
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Sinclaire, Murray | Owner/founder/cco | 01/2008 | > 75% |
Latest filings (excl ownership)
MA-I/A
Municipal Advisor registration (individual) (amended)
4 Jun 20
MA-W
Municipal Advisor notice of withdrawal
4 Jun 20
MA-I/A
Municipal Advisor registration (individual) (amended)
4 Jun 20
MA-I/A
Municipal Advisor registration (individual) (amended)
4 Jun 20
MA-I/A
Municipal Advisor registration (individual) (amended)
2 Jun 20
MA-I/A
Municipal Advisor registration (individual) (amended)
2 Jun 20
MA-I/A
Municipal Advisor registration (individual) (amended)
2 Jun 20
MA-I/A
Municipal Advisor registration (individual) (amended)
2 Jun 20
MA-I/A
Municipal Advisor registration (individual) (amended)
2 Jun 20
MA-I/A
Municipal Advisor registration (individual) (amended)
6 Jan 20
Latest ownership filings
No filings