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Overview

Articles

Insights

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

Holdings

ETF Holdings

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

Assets

Assets

Last updated on Aug. 20, 2016
    • $31.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 73
      Accounts
    • $425.0K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Portfolio Management

Firm Client types

Advisors

Current Advisors

# of advisors

1

name start date
Anne C. Chernish CFP®
April 2008

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Anne C. Chernish -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Anne Christine Chernish Managing Member/President August, 2007 75% or more
      William Norman Chernish Executive Vice President, Chief Compliance Officer September, 2013 10% to 25%
        Source: SEC

        Fees

        Fee Only Firm
        $
        This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.