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Overview

Articles

Insights

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

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on May 15, 2019
    • $377.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 499
      Accounts
    • $755.8K
      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

0

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

Leadership

Ownership

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

Executives and Control Persons

Name Title Tenure Date % Ownership
Charles Joseph Massimo Ceo August, 2010 50% to 75%
Peter Souren Anastasian Managing Director August, 2010 25% to 50%
Micah Bielski Chief Compliance Officer June, 2018 less than 5%
    Source: SEC

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets