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Overview

Articles

Insights

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

Holdings

Assets

Assets

Last updated on April 15, 2017
    • $3.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $1.1M
      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

0

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

Leadership

Ownership

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

Executives and Control Persons

Name Title Tenure Date % Ownership
Harold Edward Shill President July, 1994 75% or more
David Faris Khalil Chief Compliance Officer July, 1994 10% to 25%
    Source: SEC

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Fixed Fees