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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
    • $529.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 533
      Accounts
    • $993.8K
      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

7

name start date
Martin John Burke
January 2000
Lino Sergo
January 2011
David Arthur Ruckman
September 2005
Martin J Burke
October 2009
Donald Dennis Lynch
January 2000

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Geoffrey C Hauck President/Cio December, 2010 50% to 75%
    Martin J Burke Executive Vice President December, 2010 10% to 25%
    Lino Sergo Director Of Research December, 2010 10% to 25%
    Martin John Burke Portfolio Manager August, 1993 less than 5%
    Donald Dennis Lynch Portfolio Manager September, 1993 less than 5%
    Michelle Aileen Borelli Chief Compliance Officer December, 2012 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets