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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 Oct. 10, 2017
    • $1.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 182
      Accounts
    • $5.8M
      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

1

name start date
Kim Miller, CFP®
May 2007

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Dennis Robert Gibb President, Chief Compliance Officer July, 1989 75% or more
    Daryl Kim Miller Director Of Financial Planning December, 2010 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

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