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Overview

Articles

Insights

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

Assets

Assets

Last updated on Nov. 5, 2017
    • $560.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $296.0K
      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

56

name start date
Bill Meyer
May 1996
Scott Andrew Blattel
October 2013
Ellen Victoria Williams
February 2004
Craig James Gissy
August 2013
Steven Scott Godwin
July 2003

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    B & B Financial Planning Co., Inc. IAR $48,000,000
    Land Advisory Co., LLC IAR $13,744,617

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      William Louis Meyer President August, 1988 75% or more
      Deborah Marie Castiglioni Ceo, Vice President, Chief Compliance Officer-Ra January, 2015 25% to 50%
        Source: SEC

        Fees

        Types of Compensation Arrangements

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