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Overview

Articles

Insights

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

Assets

Assets

Last updated on Dec. 7, 2019
    • $676.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 594
      Accounts
    • $1.1M
      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

7

name start date
Daniel Robert Klemkosky
August 2015
Christopher Patrick Weiss
March 2016
Gordon Michael Goss
November 2019
Terence Paul Weiss
March 2007
Damian Ross Kramer
January 2020

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Terence Paul Weiss President/Managing Member February, 2007 75% or more
    Jeffrey Germaine Dowden Vice President March, 2007 less than 5%
    John Carl Swhear Chief Compliance Officer October, 2019 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges