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Overview

Articles

Insights

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

Assets

Assets

Last updated on Oct. 9, 2019
    • $5.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 21K
      Accounts
    • $256.2K
      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

309

name start date
James Bernard Pierik
January 2013
Brent Alan Markley
June 2011
Blake N Rawson
September 2010
Kenneth James Royster
September 2018
Hal C Hedrick
December 2012

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Nancy Eileen Andrefsky Cfo, Coo October, 2008 less than 5%
    Daniel Jack Jacoby Chief Investment Officer May, 2010 less than 5%
    Matthew James Dunn Chief Compliance Officer October, 2014 less than 5%
    Eric Andrew Beahn Director Of Advisory Operations October, 2015 less than 5%
    Jeffrey Alan Concepcion President, Ceo October, 2008 less than 5%
    Jennifer Kathryn Pieronek Director Of Advisory Operations January, 2019 less than 5%
    Bryan D Meilinger Director Of Advisory Compliance July, 2019 less than 5%
    Barbara Jean Dull Simons Director Of Brokerage Compliance October, 2014 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Other