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Overview

Articles

Insights

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

Assets

Assets

Last updated on March 15, 2017
    • $694.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 161
      Accounts
    • $4.3M
      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

7

name start date
Spencer Alan Jones
December 2006
Steven Patrick Franke
July 2000
Steven Nelson Palmer
November 1995
William Lees Atwood
November 1995
William Nelson Palmer
March 2008

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Steven Nelson Palmer President March, 1990 75% or more
    Teresa L. Burch Chief Compliance Officer April, 2004 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees