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Overview

Articles

Insights

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

Assets

Assets

Last updated on Dec. 7, 2019
    • $2.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 10K
      Accounts
    • $253.7K
      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

144

name start date
Jack Donald Monteith
April 2017
Eric C. Garrard
June 2011
Craig C Cochran
May 2015
William Chris Heath
February 2016
Christopher Eli Baker
March 2017

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Thomas Cleveland Prescott Managing Member February, 2010 50% to 75%
    David Edward Paulukaitis Managing Member February, 2010 25% to 50%
    Laura Anne Tedball Chief Compliance Officer December, 2014 less than 5%
    Cynthia Wolin-Halpern Chief Operating Officer February, 2010 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees