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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
    • $1.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $296.0K
      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

83

name start date
Scott Eugene Shoup
May 2005
Brock Lowell Mcglothin
July 2019
James Howard Mccartney
June 2003
Michael John Labos
February 2012
Jennifer A Newman
March 2014

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    CPA, Brown, Schultz, Sheridan & Fritz -- --
    Financial Advisor - Enterprise Bank and Trust, Wealth Management Division -- --
    Kostukovich Financial Group, LLC -- --
    Schooley Tax & Accounting, LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Edward Kramer Dare Executive Vice-President February, 2009 50% to 75%
      Eric Kramer Dare President And Ceo January, 2010 50% to 75%
      Kimberli Jean Fleck Chief Compliance Officer February, 2005 less than 5%
      Jacqueline Nyree Clark Trezza Vice President - Operations January, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees