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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 12, 2019
    • $2.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 853
      Accounts
    • $2.8M
      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

2

name start date
Charles Grant Crane
January 2014
Joshua Choate Huffard
April 2014

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    John Winthrop Principal, Member October, 1999 10% to 25%
    Lea Paine Highet Principal, Member January, 2005 10% to 25%
    Robert Royal Douglass Principal, Member October, 1999 10% to 25%
    Charles Taylor Howard Principal, Member March, 2004 5% to 10%
    Daniel Bryce Obrien Principal, Member August, 2010 5% to 10%
    Timothy James Hughes Principal / Chief Compliance Officer April, 2016 less than 5%
    Welsh Oak Strawbridge Principal, Member January, 2015 less than 5%
    Charles Bowdoin Train Principal, Member January, 2015 less than 5%
    Joshua Choate Huffard Principal, Member January, 2015 less than 5%
    Charles Grant Crane Principal, Chief Operating Officer February, 2018 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees