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Overview

Articles

Insights

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

Holdings

ETF Holdings

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

Assets

Assets

Last updated on April 15, 2017
    • $197.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 124
      Accounts
    • $1.6M
      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

1

name start date
Terrence Arthur Beaton
April 1994

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Terrence Arthur Beaton President / Chief Compliance Officer January, 1990 75% or more
    Lisa Anne Manning Director January, 1990 less than 5%
    Thomas Daniel Beaton Director January, 1990 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets