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Overview

Articles

Insights

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

Assets

Assets

Last updated on Nov. 1, 2019
    • $1.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $1.6M
      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

12

name start date
John Gwyn Jordan
October 2012
Edward H Phillips
September 2019
Joshua Ryan Togger
December 2018
Delores Ann Remo
March 2013
John T Lowe
February 2019

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Delores Ann Remo Chief Executive Officer, Managing Director September, 2005 50% to 75%
    John Gwyn Jordan Chief Investment Officer, Chief Compliance Officer October, 2012 25% to 50%
    Charles Thomas Hill Director Of Client Services January, 2006 10% to 25%
    Marshall Ogden Chambers Lead Advisor January, 2011 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees