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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 2, 2017
    • $505.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 345
      Accounts
    • $1.5M
      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

3

name start date
Carmine Lombano
September 2018
Craig Barton Novorr
September 2006
Edward Wendell Williams
January 2001

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Craig Barton Novorr Manager/Member August, 2006 50% to 75%
    Elizabeth Jane Mcleod Member December, 2001 10% to 25%
    Howard T Jacobson Member July, 1998 5% to 10%
    Edward Wendell Williams Member April, 2000 5% to 10%
    Dorothy J Boehr Chief Compliance Officer February, 2005 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets