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Overview

Articles

Insights

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

Assets

Assets

Last updated on Aug. 20, 2016
    • $216.1M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 200
      number of clients
    • $1.1M
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Financial Planning

  • Pension Consulting

  • Portfolio Management

Firm Client types

Advisors

Current Advisors

# of advisors

4

name start date
Rosa Anna Valenti
November 2008
Jeffrey S Miller, AWMA®, AIF®
October 2008
Ralph Mark Courage
November 2008
Heinz Garner Koch
June 2013

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Ralph Mark Courage Managing Member, Chief Compliance Officer May, 2008 75% or more
    Jeffrey Samuel Miller Managing Member December, 2013 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees