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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 Aug. 20, 2016
    • $295.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 415
      Accounts
    • $712.2K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Other
    • -Selection of Other Advisors
    • -Educational seminars/workshops

Firm Client types

Advisors

Current Advisors

# of advisors

17

name start date
Renee Susan Bellefeuille
October 2010
David Michael Smitten
January 2016
Nathaniel G Gehring
November 2014
Sally Ann Taylor
February 2009
David Harvey Levine
March 2009

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cross Border Tax & Accounting, LLC IAR $11,493,536
    Keatsconnelly -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Dale Allen Walters Chief Executive Officer/Chief Compliance Officer October, 2008 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Document Analysis Fees, Investment Workshops, Book Sales