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Overview

Articles

Insights

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

Holdings

Assets

Assets

Last updated on June 12, 2019
    • $333.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 764
      Accounts
    • $436.0K
      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

3

name start date
Gerard Brian Mcgeough
December 2017
Daniel Herman Moskowitz
June 2010
John Lui
June 2010

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Daniel Herman Moskowitz Manager/Chief Compliance Officer January, 2011 75% or more
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets