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Overview

Articles

Insights

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

Assets

Assets

Last updated on Feb. 17, 2017
    • $276.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 400
      Accounts
    • $692.3K
      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

2

name start date
Elana Mira Lieberman
June 2005
Lorne Abramson
August 2007

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Elana Mira Lieberman Principal, Chief Compliance Officer April, 2005 50% to 75%
    Lorne Abramson Principal, Chief Operations Officer August, 2005 50% to 75%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets