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Overview

Articles

Insights

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

Assets

Assets

Last updated on Sept. 9, 2019
    • $586.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $287.4K
      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
Rebecca Carroll Fragassi
September 2017
Adam Gabriel Kreysar
June 2013
Heather Marie Coulter
March 2016
John Gardner Finley
March 2016
Adam Robert Blonsky
September 2011

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Gary William Klaben President/Managing Member October, 2015 less than 5%
    Kevin Thomas Coyle Managing Member October, 2015 less than 5%
    John Rolla Dragstrem Chief Operating Officer, Cco November, 2015 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees