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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 Jan. 15, 2017
    • $295.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 415
      Accounts
    • $712.2K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

22

name start date
Renee Susan Bellefeuille
October 2010
Michael Anthony Hinterlong
January 2017
Nathaniel Gjermund 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 Chairman September, 2016 less than 5%
      Donald Matthew Zienty Chief Compliance Officer June, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

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