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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 Aug. 20, 2016
    • $33.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 132
      Accounts
    • $251.7K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Pension Consulting

Firm Client types

Advisors

Current Advisors

# of advisors

32

name start date
Lisabeth Morgan Schiller
October 2006
Patrick Steven Selway
November 2004
Lisa Joanne Grosskopf
May 2006
James William Peppe
January 2015
Gerry Jude Caccamo
January 2007

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Tae Pom Ho Ceo/Cfo/Clo/Chief Compliance Officer/Director January, 2001 75% or more
    Sally Yip Tamano Svp, Coo, Director November, 2002 10% to 25%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Commissions