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Overview

Articles

Insights

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

Holdings

Assets

Assets

Last updated on May 15, 2019
    • $3.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $1.4M
      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

26

name start date
Kenneth Paul Lenskold
November 2016
Christopher Charles Perrine
July 2015
Erman Civelek
September 2015
Spencer Scott Marsh
February 2016
Dawn Marie Avallone
September 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Beacon Trust Company -- --
    The Provident Bank -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Leonard George Gleason General Counsel April, 2015 less than 5%
      Kenneth Paul Lenskold Chief Compliance Officer December, 2015 less than 5%
      Valerie O Murray President February, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees