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Overview

Articles

Insights

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

Assets

Assets

Last updated on March 30, 2016
    • $1.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $1.3M
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Pension Consulting

Firm Client types

Advisors

Current Advisors

# of advisors

17

name start date
Lorrie Kathleen Clark
October 2010
Jeffrey Carl Gerold
March 2016
Oliver Michael Norman
February 2015
Thomas Edward Villalta
September 2012
Harriet Marmon Helmle
April 2010

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    John Duggan Eadie Managing Member November, 2009 50% to 75%
    Edward Earl Whitacre Member February, 2010 10% to 25%
    Barron Dean Beal Member October, 2012 5% to 10%
    Brian William Garrison Chief Compliance Officer June, 2010 less than 5%
    Justin Joseph Pawl Chief Investment Officer August, 2012 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees