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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 March 23, 2017
    • $76.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 557
      Accounts
    • $136.6K
      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

3

name start date
Jim M Elder
January 1999
Adam J. Miller
July 2007
Janet K Elder
January 1999

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Adam J. Miller President July, 2011 50% to 75%
    Jim M Elder Vice President, Secretary July, 1998 25% to 50%
    Janet K Elder Treasurer July, 2011 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees