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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 18, 2017
    • $1.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 9K
      Accounts
    • $176.3K
      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

16

name start date
Kimberly Zan Tillinghast
December 2011
Ephimia Coumanakos
September 2011
Jill Irja Thomas
June 2012
Arthur Frank Wagner
May 2003
John C Farris
January 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Wfg Investments, Inc. Broker-Dealer $21,260,630

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Claude Rufus Connelly Chief Operating Officer December, 2012 less than 5%
      Edward Richard Kern Chief Financial Officer February, 2014 less than 5%
      Thomas David Kowalczyk Senior Vice President March, 2014 less than 5%
      David Wilson Williams President/Chief Compliance Officer September, 2007 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees