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Overview

Articles

Insights

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

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

0

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

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