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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
    • $818.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $263.1K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

43

name start date
Ricardo Mark Montejano
April 2012
Brandi M Pugh
December 2012
Kaela T Tinucci
January 2015
Bradley John Saunders
March 2013
Nadia Alicia Dickinson
September 2014

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Dimeo Schneider & Associates LLC IAR $8,762,436,693
    NFP Advisor Services, LLC Dual Registrant $11,892,624,346
    Nfp Ria Services, LLC IAR --
    P&A Capital Advisors IAR $339,682,801

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Brett Ronald Schneider Director January, 2009 less than 5%
      Lori Michell Lieser Vice President March, 2014 less than 5%
      Michael Ross Pedlow Chief Compliance Officer August, 2014 less than 5%
      Robert Mason Bartenstein Chief Executive Officer, President May, 2012 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees