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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
    • $560.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 314
      Accounts
    • $1.8M
      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

2

name start date
Richard Michael Goldstein
April 1996
Robert Glenn Munger
September 1999

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Robert Glenn Munger Vice President, Vp Compliance October, 1998 50% to 75%
    Richard Michael Goldstein President/Chief Compliance Officer January, 1996 50% to 75%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees