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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 15, 2017
    • $739.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $254.5K
      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

8

name start date
Scott Craig Brookes
October 2006
Lawrence Edward Howes
January 1999
Karlton Dean Childress
November 2002
Julie Denise Fletcher
January 2014
Harold Walter Kirschner
January 2004

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Eileen Mary Sharkey Vice President October, 1990 25% to 50%
    Lawrence Edward Howes Chief Compliance Officer October, 1990 25% to 50%
    Joel Barry Javer President October, 1990 25% to 50%
    Mary Nathalie Hackley Shareholder June, 2003 less than 5%
    Karlton Dean Childress Shareholder November, 2005 less than 5%
    Harold Walter Kirschner Shareholder August, 2011 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees