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Overview

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Nov. 5, 2017
    • $568.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $501.6K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Retirement Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies

Firm Client types

Advisors

Current Advisors

# of advisors

15

name start date
Matthew Francis Weil
March 2009
Joseph Charles Kresse
November 2008
Laura T. Gordon
October 2015
Robert M. Gaan, CFP®
December 2005
Danny Cung, CFP®
July 2008

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    CWC Asset Advisors, Inc. -- --
    Storage Managers, Inc. -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Laura Theresa Gordon Chief Financial Officer, Chief Compliance Officer January, 2005 less than 5%
      Christopher Francis Weil Chairman, Treasurer December, 2011 less than 5%
      John Vianney Wells President & Ceo, Compliance Officer Corporate: Secretary January, 2005 less than 5%
        Source: SEC

        Fees

        Fee Only Firm
        $
        This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Performance-Based Fees