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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 12, 2019
    • $1.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $527.1K
      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

21

name start date
Michael Robert Galanowsky
March 2016
Lance Ward Messervy
February 2014
Donald Hugh Mcdonald
October 2001
Drew Enright Kunde
July 2019
Randol Wilson Curtis
December 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Insurance Agency -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Patrick Joseph Bowen President January, 2004 less than 5%
      Donald Hugh Mcdonald Managing Director August, 2001 less than 5%
      Dan Stridsberg Managing Director September, 2003 less than 5%
      Steven Robert Cowley Chief Investment Officer/Chief Compliance Officer January, 2004 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees