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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 June 12, 2019
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $367.9K
      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

16

name start date
Barbara Elizabeth Terrazas
July 2014
Jerald Ralph Kaiser
January 2001
Matthew Arris Tiller
August 2019
Juwon B. Hill
March 2015
Robert Walter Hochstadt
March 1999

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Israel Investment Advisors, LLC IAR $8,417,868

      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 Wealth Management January, 2013 10% to 25%
      Michael Thomas Sullivan Vice President Of Wealth Management July, 2016 10% to 25%
      Sebrina Chriselda Ivey Chief Compliance Officer January, 2014 less than 5%
      Deirdre Marie Mcguire Financial Planning Associate January, 2017 less than 5%
      Bradley Allen Engle Director Of Research, Trading, And Analytics January, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

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