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Deroy & Devereaux Private Investment Counsel, Inc.

Deroy & Devereaux Private Investment Counsel, Inc.

Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on June 7, 2019
    • $1.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 528
      Accounts
    • $2.8M
      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

10

name start date
Michael Joseph Madison
May 2003
Sarah Bliss Schattner
December 2012
Jeffrey William Wardlow
April 2010
Laree Estes Perez
September 2015
Michael Francis Harris
April 2010

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Jeffrey William Wardlow Chief Investment Officer & Portfolio Manager July, 2004 25% to 50%
    Sean Adam Metrose President & Portfolio Manager April, 2008 25% to 50%
    Mary Elizabeth Barnds Grabel Chief Compliance Officer November, 2013 5% to 10%
    Gregg Devereaux Watkins Portfolio Manager April, 2002 5% to 10%
    Karl Laurence Knas Portfolio Manager September, 2015 5% to 10%
    Sarah Bliss Schattner Director Of Marketing & Client Service December, 2012 5% to 10%
    Michael Francis Harris Portfolio Manager June, 2004 less than 5%
    Michael Joseph Madison Portfolio Manager May, 2003 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees