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Overview

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    *Articles are published by advisors without compensation.

    Holdings

    ETF Holdings

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

    Assets

    Assets

    Last updated on May 9, 2019
      • $124.6M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 433
        Accounts
      • $287.7K
        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

    4

    name start date
    Richard S. Kahler, MS, CFP®, ChFC®, CCIM
    July 1988
    Sarah Elizabeth Swantner
    February 2012
    Marc Anthony Jimenez
    December 2017
    Nathaniel Gjermund Gehring
    July 2019

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Richard Steven Kahler President And Chief Compliance Officer May, 1989 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Other