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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 7, 2019
    • $633.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $493.9K
      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

22

name start date
Gary Evan Fox
September 1996
Jennifer Jane Marquardt
June 2017
Donald Paul La Fronz
October 2014
Steven Othello Meglio
February 2010
L. Paul Dorsey
February 2009

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    John Anthony Combias President/Secretary/Managing Member October, 1994 75% or more
    Christopher Adam Glatz Municipal Principal July, 2011 less than 5%
    Steven Othello Meglio Finop November, 2011 less than 5%
    Dale Francis Francis Mark Gilkes Chief Compliance Officer May, 2014 less than 5%
    Cindy Joy Marvin Crop/Srop May, 2014 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Could Be An Added Ticket Charge Or Fee As Disclosed
      • A A (1)A A A A Percentage Of Assets Under Your Management