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Overview

Articles

Insights

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

Assets

Assets

Last updated on Aug. 27, 2017
    • $1.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $425.8K
      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

17

name start date
Michael Thomas Sullivan
May 2008
Michelle Ann Mills
December 2017
Sarah Nechamah Prostak
January 2016
Deirdre Marie Mcguire
July 2012
Carin Dawn Wagner
June 2005

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Israel Investment Advisors, LLC IAR $5,834,775
    William Rooney -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Brian Jay Friedman President January, 1999 25% to 50%
      Robert Walter Hochstadt Principal July, 1995 10% to 25%
      Jerald Ralph Kaiser Shareholder July, 1995 10% to 25%
      Carin Dawn Wagner Vice President Of Personal Wealth Management January, 2013 5% to 10%
      William Alexander Rooney Shareholder January, 2016 5% to 10%
      Sebrina Chriselda Ivey Chief Compliance Officer January, 2014 less than 5%
      Michael Thomas Sullivan Wealth Management Advisor July, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Performance-Based Fees