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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on Nov. 1, 2019
    • $594.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $552.2K
      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

7

name start date
Frederick Joseph Cornelius
April 2001
Maria Georgeanne Cornelius
March 1993
Jennifer C. Maclennan
September 2015
Beth K Venit
September 2015
David Mitchell Kanter
February 2011

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Dembo Jones, P.C IAR --
    Kanter & Wishnow -- --
    Tyrrell, Mason, & Pillote P.C -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Frederick Joseph Cornelius President, Ceo And Chief Compliance Officer January, 2003 less than 5%
      Maria Georgeanne Cornelius Executive Vice President January, 2003 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees