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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 12, 2019
    • $628.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $327.3K
      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

15

name start date
Pamela Lynette Mudd
February 2004
Jason Cooper Perlman
August 2016
Edward Geoffrey Sella
February 1991
Jason Jeffrey Davis
June 2012
Kayla Michelle Walter
May 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Sella & Martinic, LLC -- --
    Spc Insurance, LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Edward Geoffrey Sella Ceo July, 1989 75% or more
      William Gregory Chatfield Secretary July, 1989 less than 5%
      Leo Daniel Martinic Treasurer December, 2002 less than 5%
      Daniel Abraham Ball General Counsel And Cco October, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Commissions