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Overview

Articles

Insights

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

Assets

Assets

Last updated on Sept. 28, 2019
    • $885.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $276.4K
      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

19

name start date
Patrick Daniel Moyneur
November 2010
Corinn M Berken
December 2018
Richard Stephen Brown
December 2013
Ross Laduke
January 2014
Michael Neil Bilotta
December 2013

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Richard Stephen Brown Chairman And C.E.O. August, 1998 75% or more
    Kimberlee Marie Brown President/Chief Compliance Officer April, 2011 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees