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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 Feb. 5, 2016
    • $161.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 389
      Accounts
    • $415.0K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Pension Consulting

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
William Patrick Hussey
June 2009
Wallace Edward Sutton
November 2007

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Wallace Edward Sutton President/Chief Compliance Officer September, 2007 75% or more
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees