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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 Jan. 9, 2020
    • $60.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 136
      Accounts
    • $443.2K
      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

1

name start date
Stephen Reh MBA, CFA®, CFP®
June 2010

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Stephen Thomas Reh Managing Member/Chief Compliance Officer April, 2010 75% or more
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees