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Overview

Articles

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 13, 2019
    • $72.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 138
      Accounts
    • $523.4K
      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

5

name start date
Lloyd Stanley Foight
February 2013
Gregory Ronald Dasilva
September 2017
Stanley Freifeld
February 2007
Ryan Scott Brennan
December 2006
Lawrence G. McMillan
February 2005

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Lawrence Glenn Mcmillan Ceo January, 1993 75% or more
    Stanley Freifeld Senior Vice President September, 2018 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Subscription Fees
      • Performance-Based Fees
      • Other