Back to top

Overview

Articles

Insights

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

Assets

Assets

Last updated on March 2, 2017
    • $693.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 782
      Accounts
    • $887.2K
      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

6

name start date
Eric Paul Schopf
June 2001
V Randolph Mcmenamin
June 1996
Charles Avery Meyer
January 2014
Ricky Scott Rubin
June 2015
Barbara Lascuola Rishel
July 2011

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Charles Avery Meyer President November, 2013 50% to 75%
    Eric Paul Schopf Chief Compliance Officer January, 2004 10% to 25%
    John Scott Murphy Chief Financial Officer January, 2004 10% to 25%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees