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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. 26, 2017
    • $980.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $922.6K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

10

name start date
Scott David Gemmer
September 2016
Charles Jason Blankley
December 2016
Donald Freeburn Reeves
September 1992
Cheryl Rosario Wong
June 2017
William N Welch
May 2005

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cheryl Wong -- --
    Donald Reeves -- --
    Frank Catalano -- --
    Juris Wealth -- --
    William N. Welch -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Charles Jason Blankley Member January, 2003 10% to 25%
      Scott David Gemmer Member December, 2004 10% to 25%
      Brian Craig Gemmer Member January, 2006 10% to 25%
      Mario Ruben Hernandez Member & Chief Compliance Officer January, 2003 10% to 25%
      David Leroy Gemmer Managing November, 1999 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets