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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on April 21, 2017
    • $2.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $468.4K
      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

24

name start date
Michael Jay Chasnoff
May 2007
William Theodore Parchman
November 2016
Heather Janel Swob
May 2016
Wayne Arthur Lippert
April 2016
Andrew Jordan Damcevski
August 2017

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Michael Jay Chasnoff Chief Executive Officer August, 1990 50% to 75%
    Steven Thomas Condon President January, 2007 10% to 25%
    John Stewart Evans Shareholder January, 2007 5% to 10%
    Janel Carroll Chief Compliance Officer October, 2004 5% to 10%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees