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Overview

Articles

Insights

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

Assets

Assets

Last updated on Nov. 22, 2019
    • $543.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $393.1K
      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

4

name start date
Randall Robert Maycock
January 1997
Don Henry Eidam
January 1997
Gary Edmund Roof
January 1997
Juancarlos Peralta
July 1997

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Gary Edmund Roof General Partner April, 1982 25% to 50%
    Don Henry Eidam General Partner January, 1994 25% to 50%
    Randall Robert Maycock General Partner January, 1997 25% to 50%
    Juancarlos Peralta General Partner/Chief Compliance Officer January, 2001 10% to 25%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets