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Overview

Articles

Insights

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

Holdings

Assets

Assets

Last updated on June 12, 2019
    • $1.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 804
      Accounts
    • $2.2M
      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

9

name start date
Brian Michael Mcinerney
March 1997
John Adolphus Staley
March 1997
Doris Ann Precopio
January 2005
Christopher Frank Pretsch
July 2007
Thomas Jamison Mccrady
October 2011

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    John Adolphus Staley Iv Chief Executive Officer & Director September, 1996 25% to 50%
    James Douglas Roberge Managing Director December, 1996 10% to 25%
    William Falling Stotz Managing Director July, 1998 10% to 25%
    Brian Michael Mcinerney Managing Director December, 1996 10% to 25%
    Michael Friday Managing Director June, 2007 5% to 10%
    Christopher Frank Pretsch Managing Director January, 2012 5% to 10%
    Lori Ann Wolff-Brucker Chief Compliance Officer September, 2005 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets