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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

    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

14

name start date
Ehren Bryant Stenzler
October 2012
Raymond Angelo Pacia
May 2014
Antonius J Runneboom
May 2013
Michael John Diaz
April 2013
Kathy Khatina Efrem
August 2012

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Aryeh Benjamin Bourkoff -- N/A 50% to 75%
    Ehren Bryant Stenzler -- N/A 25% to 50%
    Aryeh Benjamin Bourkoff Chief Executive Officer May, 2012 less than 5%
    Kathy Khatina Efrem Financial Operations Principal August, 2012 less than 5%
    Ehren Bryant Stenzler Managing Partner And Chief Compliance Officer July, 2012 less than 5%
      Source: FINRA

      Fees

      There is no compensation data available to display at this time