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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
    • $457.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 480
      Accounts
    • $952.7K
      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

6

name start date
John David Orsatti
September 2007
Saul Bernard Eisenberg
August 2004
Howard Bernard Katz
April 2005
John Edward Maloney
July 1997
Paul Matthew Desisto
March 2013

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    John Edward Maloney Chairman/Ceo/Chief Compliance Officer May, 1997 75% or more
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges