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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
    • $3.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 12
      Accounts
    • $258.3K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

0

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

Affiliated Investment Advisors and Broker Dealers

Name Type Total Assets
Abp Venture Partners, LLC -- --
Cl Wealth Management LLC IAR $105,396,600

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Roger Farrell Leibowitz Treasurer Finop February, 2011 less than 5%
    James Arnold Hintz President , Cco, Ceo, February, 2011 less than 5%
    Christopher Charles Pollina Corporate Secretary February, 2011 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges