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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 May 15, 2019
    • $564.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $541.1K
      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

4

name start date
Robert Brady Siegrist
October 2008
Joseph John Janiczek
January 1999
Kyle Wood Kersting
September 2015
Justina Kayci Farber
April 2019

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Joseph John Janiczek Founding Partner December, 2008 75% or more
    Pamela Sue Dorn Chief Compliance Officer August, 2017 less than 5%
    Robert Brady Siegrist Partner January, 2013 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees