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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 20, 2020
    • $2.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $365.7K
      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

23

name start date
Jeffrey Keith Troll
March 2005
Camille Gerri Lombardo
October 2018
Paul Joseph Durbin
May 2014
Michael Hamolia
September 2012
Maryann Lambert
April 2012

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    John Robert Hill Chief Executive Officer July, 2004 25% to 50%
    Kenneth Reid Solow Chief Investment Officer July, 2004 25% to 50%
    Dwight Andrew Mikulis Managing Partner July, 2004 25% to 50%
    Jeffrey Keith Troll Partner / Executive May, 2016 less than 5%
    David Brad Kauffman Partner / Executive May, 2016 less than 5%
    Joshua Akeroyd Mason Partner / Executive January, 2013 less than 5%
    Debra Cloud Kriebel Partner / Executive July, 2004 less than 5%
    Richard Donald Vollaro Partner January, 2008 less than 5%
    Michael Ernest Kitces Director Of Wealth Management January, 2012 less than 5%
    Erin Marie Wendell Chief Compliance Officer, Chief Financial Officer January, 2017 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees