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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 16, 2019
    • $714.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $332.0K
      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

13

name start date
David Stanley Kovach
December 2007
Jaclyn M Swavely
July 2008
James Hambleton Arnold
December 2007
Thomas Breen Ryan
January 2008
Andrew M Reder
December 2007

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Wiss and Company, LLP -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      James Hambleton Arnold Managing Member/Principal January, 2003 10% to 25%
      David Stanley Kovach Managing Member/Principal January, 2003 10% to 25%
      Jeffrey Allen Morrison Managing Member/Principal January, 2003 10% to 25%
      Andrew M Reder Chief Compliance Officer/Managing Member/Principal January, 2003 10% to 25%
      Michael Andrew Conner Managing Member/Coo January, 2019 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees