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Overview

Articles

Insights

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

Assets

Assets

Last updated on March 29, 2017
    • $525.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 711
      Accounts
    • $738.9K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

8

name start date
Robert Schofield Whitehead
June 2006
Benjamin Hilliard Clark
July 2018
Donna Dubois Mcconnell
June 2006
Odette Suzanne Galli
September 2019
Kenneth Andrew Blaschke
January 2010

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Carl Givens Gercke Managing Director And Chief Compliance Officer March, 2012 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees