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Overview

Articles

Insights

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

Assets

Assets

Last updated on May 12, 2019
    • $357.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 580
      Accounts
    • $616.8K
      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

1

name start date
Anthony Joseph Ogorek
March 2002

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Anthony Joseph Ogorek Founder & Chief Investment Officer & Chief Compliance Officer March, 2002 75% or more
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees