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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 16, 2019
    • $601.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $286.3K
      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

3

name start date
Ryan L Kirk
February 2016
Miguel L Biamon
August 2018
Timothy Andrew Chisholm
November 2018

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Joseph Vincent Naselli Member January, 2016 50% to 75%
    Matthew Garry Wilson Chief Compliance Officer April, 2016 less than 5%
    Christy Lynn Hart Director Of Operations April, 2017 less than 5%
    Joseph Samuel Rizzello Chairman April, 2017 less than 5%
    Ryan L Kirk Senior Portfolio Manager April, 2017 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees