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Overview

Articles

Insights

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

Assets

Assets

Last updated on March 29, 2017
    • $418.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 417
      Accounts
    • $1.0M
      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

2

name start date
Eric William Zimmerman
September 2007
Frederick Reynolds Muller
February 2016

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Philip Bradford Palmer Chairman December, 2003 25% to 50%
    Frederick Reynolds Muller Ceo, Chief Compliance Officer December, 2003 25% to 50%
    William Jenkins Fielitz Secretary December, 2003 10% to 25%
    Jason Gary Allen Principal July, 2014 5% to 10%
    Frederick Lawrence Muller Principal May, 1996 less than 5%
    Bruce Donald Fielitz Principal May, 1996 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges