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Overview

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
    • $44.6M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 80
      number of clients
    • $557.7K
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
James D. Kinney, CFP®
October 2011
Luba Globerman
October 2011

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    James Douglas Kinney Managing Member/Chief Compliance Officer September, 2011 50% to 75%
    Luba Globerman Managing Member September, 2011 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Commissions