Back to top

Overview

Articles

Holdings

ETF Holdings

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

Assets

Assets

Last updated on June 28, 2019
    • $203.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 804
      Accounts
    • $253.0K
      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
James Shagawat, MBA, CFP®, ChFC®
June 2007
Victor Paul Cannillo
June 2007
Anthony John Benante
June 2007
Nicholas Joseph Scheibner
August 2014

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Victor Paul Cannillo Managing Member May, 2007 75% or more
    Anthony John Benante Managing Member May, 2007 25% to 50%
    Nicholas Joseph Scheibner Chief Compliance Officer March, 2017 less than 5%
      Source: SEC

      Fees

      Fee Only Firm
      $
      This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements

      • Percentage Of Assets