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Overview

Assets

Assets

Last updated on Jan. 23, 2020
    • $1.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $284.9K
      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

12

name start date
James Charles Oliger
December 2006
Michael Riney
July 2019
Angela Charlene Williams
January 2014
Mark A Bates
April 2010
W. David Kern, CFP®
May 2014

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    The Custenborder Law Firm, LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Wade Keith Daniel Ceo March, 2012 25% to 50%
      James M. Lenhoff President March, 2012 10% to 25%
      Stephen Paul King Vice President And Chief Compliance Officer March, 2012 10% to 25%
      Mark A Bates Director Of Financial Planning October, 2012 5% to 10%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees