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Overview

Articles

Insights

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

Assets

Assets

Last updated on Jan. 19, 2020
    • $1.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 857
      Accounts
    • $1.7M
      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

6

name start date
Mark Andrew Traver
January 2013
Matthew Patrick Devine
January 2020
Sheila Newbold Scott
January 2020
Charles Benjamin Johnson
November 1995
Jeffrey Norling Coe
January 2013

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Edwin Fewell Legard Vice President June, 2002 25% to 50%
    Sheila Newbold Scott President November, 2015 25% to 50%
    Neil Patrick Nejame Treasurer, Vice President March, 2008 10% to 25%
    Mark Andrew Traver Vice President January, 2007 10% to 25%
    Jeffrey Norling Coe Vice President March, 2013 10% to 25%
    Reed Winfield Choate Vice President August, 2015 less than 5%
    Frank Joseph Anastasi Chief Compliance Officer / Vice President/ Secretary June, 2004 less than 5%
    Matthew Patrick Devine Vice President December, 2019 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees