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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on Nov. 2, 2019
    • $4.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $711.6K
      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

39

name start date
Brian Michael Schmehil
February 2011
Stewart Mohr Mather
February 2011
Michael Andrew Ryabik
February 2011
Patrick Edward Lawlor
December 2017
Nicholas Andrew Tilli
May 2019

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Michael Andrew Ryabik Managing Partner February, 2011 less than 5%
    Stewart Mohr Mather President February, 2011 less than 5%
    Steven Mallin Berman Chairman Of Family Office Services October, 2018 less than 5%
    Patrick Edward Lawlor Managing Director October, 2017 less than 5%
    Diana Beth Juhl Chief Compliance Officer November, 2018 less than 5%
    Christopher Francis Yannella President Of The Family Office January, 2019 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees