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Overview

Articles

Insights

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

Holdings

ETF Holdings

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

Assets

Assets

Last updated on March 17, 2017
    • $106.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 50
      Accounts
    • $2.1B
      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

3

name start date
Theofanis A Kolokotrones
July 1997
Howard Bernard Schow
July 1997
Mitchell John Milias
July 1997

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Joel Paul Fried President July, 1986 10% to 25%
    Mitchell John Milias Chairman Emeritus September, 1983 10% to 25%
    Theofanis A Kolokotrones Chairman September, 1983 10% to 25%
    Mohammed Mohsin Ansari Executive Vice President July, 2000 less than 5%
    Karen Chen Houghton Chief Compliance Officer October, 2004 less than 5%
    Alfred Winborne Mordecai Vice Chairman August, 1997 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets