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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on May 17, 2017
    • $876.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $471.0K
      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

10

name start date
Marisa Anne Bradbury
April 2010
Anthony J. Basalla
April 2014
Christopher William Frayne
October 2010
Amanda Elizabeth Lehnert
June 2018
Robert Michael Bilkie
April 2010

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Robert Michael Bilkie Chief Executive Officer, President And Shareholder December, 1986 75% or more
    Denise Margolis Farkas Chief Investment Officer And Shareholder February, 2007 10% to 25%
    Christopher John Kress Executive Vice President And Shareholder September, 2003 5% to 10%
    Shari Ann Bilkie Chief Compliance Officer, Secretary And Treasurer December, 1986 less than 5%
    Christopher William Frayne Portfolio Manager April, 2015 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees