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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 March 15, 2017
      • $75.1M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 139
        number of clients
      • $540.0K
        Estimated Average Account Balance Per Client

    Services

    Firm Services

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

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    3

    name start date
    Arie J. Korving, CFP®
    January 2010
    Stephen J. Korving, CFP®
    January 2010
    Ella Patricia Bourne
    January 2010

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Arie Jacques Korving Manager, Member, Chairman, Chief Compliance Officer October, 2009 50% to 75%
      Stephen Joseph Korving Manager, Member, President October, 2009 50% to 75%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees