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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 Aug. 2, 2016
    • $32.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 170
      Accounts
    • $191.8K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

1

name start date
Matthew Fassnacht, CFA, CFP®, CPA
September 2011

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Matthew A Fassnacht Cio August, 2011 75% or more
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Performance-Based Fees