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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 23, 2017
    • $2.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 323
      Accounts
    • $7.2M
      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

14

name start date
Andrew Alan Ohman
August 2005
Gregory Joseph Laughlin
November 2015
James Paul Sioris
January 2014
Jon Kenneth Crow
April 2005
Scott Robert Lavinia
March 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Meristem Trust Company, LLC -- --
    Sargent Management Co IAR $0

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Charles Joseph Maxwell Ceo; Member, Class B June, 2003 25% to 50%
      Jon Kenneth Crow Coo & Treasurer, Member, Class B January, 2007 10% to 25%
      James Michael Robbins Cco, Member, Class B January, 2007 10% to 25%
      Patrick Ryan Regan Cio; Member, Class B January, 2008 5% to 10%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Commissions