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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
    • $329.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 846
      Accounts
    • $388.9K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

5

name start date
Marilyn Janet Spencer
March 2009
Daniele Marie Donahoe
July 2010
Mary Appleton Cosby Rinehart
May 2003
Andrew David Savant
May 2012
Sandra Bradley Carlson
November 2013
    There are no advisors from this firm to display at this time.

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Daniele Marie Donahoe President And Chief Investment Officer January, 2014 50% to 75%
    Mary Appleton Cosby Rinehart Owner/Chief Executive Officer June, 1993 25% to 50%
    Sandra Bradley Carlson Chief Compliance Officer May, 2013 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets