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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 12, 2019
    • $383.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 990
      Accounts
    • $387.2K
      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

6

name start date
William West Jennings
September 2003
Ann Coffey Keating
June 2003
Edward David Buxton
February 2003
John Paul Sheerar
January 1998
Erik S Manchester
May 2014

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    William Newman President, Principal And Chief Compliance Officer March, 1992 50% to 75%
    John Paul Sheerar Vice President And Principal March, 1997 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Other