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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 April 15, 2017
    • $200.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 440
      Accounts
    • $456.4K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning
    • -Retirement Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
Philip E. Wetzel, Jr., CPM®
March 2009
Lorna Lynn Kuether-Alvey
March 2009

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Wetzel Jr. Philip Eugene Managing Member January, 2009 50% to 75%
    Lorna Lynn Kuether-Alvey Managing Member January, 2009 50% to 75%
    Roger Patrick Whitney Chief Compliance Officer January, 2009 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

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