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Overview

Articles

Insights

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

Assets

Assets

Last updated on Aug. 20, 2016
    • $587.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 569
      Accounts
    • $1.0M
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Pension Consulting

Firm Client types

Advisors

Current Advisors

# of advisors

5

name start date
Terence Paul Weiss
March 2007
Jeffrey Germaine Dowden
March 2007
Michael Anthony Charles
November 2012
Daniel Robert Klemkosky
August 2015
Christopher Patrick Weiss
March 2016

    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%
    Enrique Javier Rendon Chief Compliance Officer July, 2009 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges