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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 7, 2016
    • $36.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 153
      Accounts
    • $240.4K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Pension Consulting

Firm Client types

Advisors

Current Advisors

# of advisors

38

name start date
Lisabeth Morgan Schiller
October 2006
Zoey Goetsch
August 2009
Tae Pom Ho
January 2003
Joseph C Farah
September 2002
Steven Gerald Bloom
October 2002

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Lamia Financial Group, Inc. IAR $184,380,341

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Tae Pom Ho Ceo/Cfo/Clo/Chief Compliance Officer/Director January, 2001 75% or more
      Sally Yip Tamano Svp, Coo, Director November, 2002 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Commissions