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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 Aug. 20, 2016
    • $57.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 323
      Accounts
    • $179.0K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Other
    • -Selection of Other Advisors

Firm Client types

Advisors

Current Advisors

# of advisors

5

name start date
John Richard Schoelch
September 2010
Daniel Thomas Hoban
September 2010
James Daniel Williams
September 2014
Robert Paul Abraham
October 2014
David Allen Bogart
April 2016

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Daniel Thomas Hoban Managing Member/Chief Compliance Officer October, 2009 50% to 75%
    Jean Ann Schneider Managing Member October, 2009 50% to 75%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees