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Overview

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    *Articles are published by advisors without compensation.

    Assets

    Assets

    Last updated on July 23, 2017
      • $11.9B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 54K
        Accounts
      • $219.8K
        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

    588

    name start date
    Nicholas Olesen, CFP®, CRPC®
    May 2012
    Lori R. Price, CFP®
    June 2011
    Elaine M. Shanley, CFP®, AIF®
    May 2012
    Luis Alfonso Granados
    December 2014
    David Breault
    October 2011

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      John Patric Hyland Managing Member, Chief Executive Officer, And Managing Director December, 2010 50% to 75%
      Patrick James Sullivan Managing Member, Chief Compliance Officer And Managing Director December, 2010 50% to 75%
      Robert Karl Koster Compliance Director March, 2011 less than 5%
      James Daniel Sullivan Managing Director June, 2014 less than 5%
      James J Perhacs Managing Director June, 2014 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

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