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Overview

Holdings

ETF Holdings

Assets

Assets

Last updated on April 23, 2017
    • $1.0B
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 800
      number of clients
    • $1.3M
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Firm Client types

Advisors

Current Advisors

# of advisors

25

name start date
Erin Paulson
May 2008
Damian Jacques Dufour
January 2015
David Joseph Cariani
April 2013
Mark Alan Shane
June 2011
Gabrielle Nicole Reilly Watters
September 2016

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Douglas Frank Reilly President / Portfolio Manager Chief Compliance Officer September, 1999 less than 5%
    Donald Frank Reilly Chairman October, 1997 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees