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Overview

Articles

Insights

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

Assets

Assets

Last updated on July 1, 2017
    • $338.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 449
      Accounts
    • $754.0K
      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

1

name start date
Linda Leigh Ray
January 2017

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Henry Charles Asher President And Chief Compliance Officer April, 1986 75% or more
    Linda Leigh Ray Vice President October, 1995 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees