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Overview

Articles

Insights

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

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Aug. 20, 2016
    • $35.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 167
      Accounts
    • $210.1K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
John Stanley Weymouth
April 2000
Paul Gregory Weymouth
September 2011

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    John Stanley Weymouth President, (09/2009) Chief Compliance Officer January, 2000 75% or more
    Paul Gregory Weymouth Executive Vice President September, 2011 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Performance-Based Fees
      • Referral Fees Associated With Private Placements