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Overview

Articles

Insights

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

Assets

Assets

Last updated on Jan. 23, 2020
    • $158.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 353
      Accounts
    • $449.3K
      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

2

name start date
Brian Charles Rezny
October 1997
Jessica Ann Stanley
June 2012

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Brian Charles Rezny Owner/President/Chief Compliance Officer May, 1992 75% or more
      Source: SEC

      Fees

      There is no compensation data available to display at this time