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Overview

Articles

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on May 9, 2019
    • $16.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 312
      Accounts
    • $53.0K
      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

2

name start date
Martin A Federici
January 2011
Matthew Joseph Fenedick
January 2011

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Matthew Joseph Fenedick President October, 2010 less than 5%
    Martin A Federici Chief Compliance Officer/Ceo January, 2011 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges