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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 12, 2019
    • $521.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 531
      Accounts
    • $981.7K
      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

8

name start date
Serena C Lam
March 2019
Thomas Keylon Carr
August 2002
Paul M Goldensohn
August 2004
Donald Paul Gould
July 2002
John Joseph Debiase
July 2012

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Donald Paul Gould President, Chief Investment Officer And Chief Compliance Officer April, 1999 75% or more
    Paul Mathias Goldensohn Member April, 1999 10% to 25%
    Thomas Keylon Carr Senior Portfolio Manager June, 2016 less than 5%
    Scott Bradley Smith Senior Portfolio Manager June, 2016 less than 5%
    John Joseph Debiase Senior Portfolio Manager June, 2016 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Performance-Based Fees