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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 16, 2019
    • $712.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $708.4K
      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

1

name start date
Sherwin Marvin Lesk
May 2008

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Gfs Advisors LLC IAR $1,881,851,986
    Global Financial Services, L.L.C. Broker-Dealer $355,938,000
    Hightower Advisors, LLC IAR $48,069,831,044
    Kissinger Financial Services, LLC IAR $261,692,601
    The Rikoon Group, LLC IAR $501,465,740

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Michael Edward Leonetti Member And Trustee Of The Michael E. Leonetti Second Restatement Of Trust Dated July 25, 2013 December, 2014 10% to 25%
      Deborah Lynn Feldman President And Board Of Managers March, 2008 less than 5%
      John Ralph Obrien Chief Compliance Officer March, 2008 less than 5%
      Robert Steven Pagliuco Executive Vice President And Treasurer June, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

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