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Overview

Articles

Insights

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

Assets

Assets

Last updated on Dec. 5, 2019
    • $309.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 633
      Accounts
    • $488.1K
      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

9

name start date
Patrick Aka Patrice Ifrah
January 2006
John Kevin Kelly
February 2006
Stephen Henry Desalvo
January 2006
Douglas Jackson Spencer
February 2006
Jim Erwin
February 2006

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Patrick (Aka Patrice) Ifrah President/Chief Compliance Officer November, 2005 25% to 50%
    Stephen Henry Desalvo Principal And Owner November, 2005 25% to 50%
    Micah Harley Brown Principal And Owner November, 2005 25% to 50%
    Robert Elbert Harris Principal And Owner November, 2005 10% to 25%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees