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Overview

Articles

Insights

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

Holdings

ETF Holdings

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

Assets

Assets

Last updated on June 2, 2017
    • $272.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 778
      Accounts
    • $349.8K
      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

5

name start date
Benjamin Alan Tobias
March 1989
Yesenia Ramirez
September 2018
Matthew David Saneholtz
November 2008
Marianela Collado
October 2015
Catalina Maria Franco-Cicero
November 2017

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Marianela Collado Chief Executive Officer January, 2016 50% to 75%
    Matthew David Saneholtz President And Chief Compliance Officer January, 2016 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees