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Overview

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Dec. 13, 2019
    • $99.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 618
      Accounts
    • $160.5K
      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

52

name start date
Richard W Greene, CLU, ChFC
February 2019
Michael Thomas Smith
March 2011
Andrew Alan Holden
November 2010
George Allen Roam
April 2015
Mark Stevan Guillod
February 2012

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    William George Rapp President, Cco & Amlcp September, 2008 5% to 10%
    Stephen Andrew Ripic Principal July, 2009 less than 5%
    Ronald Edward Snider Prinicpal October, 2010 less than 5%
    Andrew Alan Holden Trustee & Principal April, 2011 less than 5%
    Reyheena Maria Eidarous Finop September, 2015 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Other