Back to top

Overview

Articles

Insights

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

Assets

Assets

Last updated on Sept. 9, 2019
    • $2.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $1.6M
      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

8

name start date
Janet Marie Hewlett
April 2010
William Charles Gough
May 2013
Alan Lynn Freeman
June 2010
Mark Edward Van Faussien
May 2013
Paul Ian Ragheb
August 2010

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Daniel James Mcenroe Senior Managing Director And Chief Compliance Officer; Director & Principal Of Managing Member September, 2004 less than 5%
    Ted N Haddad Senior Managing Director; Director & Principal Of Managing Member September, 2004 less than 5%
    Janet Marie Hewlett Senior Managing Director; Director & Principal Of Managing Member September, 2004 less than 5%
    Paul Ian Ragheb Senior Managing Director; Director & Principal Of Managing Member September, 2004 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees