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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 6, 2019
    • $5.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $1.2M
      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

18

name start date
Austin Hagaman
August 2018
Jonathan Don Mark
January 2014
Timothy Joseph Piacentini
January 2014
Harold Ward Stein
May 2004
Kimon Passios
February 2014

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Withum Wealth Management -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Susan Leondis Root Senior Account Administrator March, 1999 10% to 25%
      John Thomas Passios Executive Vice President June, 1986 10% to 25%
      Peter Nathan Marron Executive Vice President January, 1993 10% to 25%
      Thomas Passios President March, 1984 10% to 25%
      Kimon Passios Executive Vice President May, 1996 10% to 25%
      James F Ferrare Executive Vice President February, 1999 5% to 10%
      Timothy Joseph Piacentini Senior Portfolio Manager September, 2002 less than 5%
      Donald Maurer Dowd Vice President October, 2006 less than 5%
      Scott Michael Brown Chief Compliance Officer February, 2015 less than 5%
      King Hanford Harris Senior Vice President June, 1998 less than 5%
      Lilia Arceo Director Of Administration June, 1985 less than 5%
      Joel Michael Heyman Senior Vice President/Director Of Operations April, 1995 less than 5%
      Eric Noel Freedgood Vice President June, 2011 less than 5%
      Kenneth Michael Sobolewski Director Of Marketing November, 2002 less than 5%
      Harold Ward Stein Senior Portfolio Manager February, 2003 less than 5%
      Michael Francis Delfino Director Of Taft Hartley Services January, 2005 less than 5%
      Paul Joseph Lagermasini Chief Financial Officer November, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees