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Overview

Articles

Insights

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

Holdings

Assets

Assets

Last updated on Sept. 8, 2019
    • $1.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 184
      Accounts
    • $10.0M
      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

27

name start date
Matthew Alan Helfrich
October 2004
Garrett Julius Frey
August 2018
Michael Waldron
November 2017
William Richard Winkeler
July 2015
John C Stubbs
October 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Rx Wealth Advisors, LLC IAR $0

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Matthew Alan Helfrich Chief Compliance Officer, Member And Board Of Managers Member July, 2008 5% to 10%
      John Joseph Waldron Managing Member And Chairman Of The Board Of Managers January, 2018 less than 5%
      Benjamin Michael Greenfeld Chief Investment Officer, Member And Board Of Managers Member April, 2015 less than 5%
      Robert H. Wyche Member And Board Of Managers Member January, 2018 less than 5%
      Ryan Fortier Member And Board Of Managers Member January, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees