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Overview

Articles

Insights

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

Assets

Assets

Last updated on March 25, 2017
    • $316.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 702
      Accounts
    • $450.6K
      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

4

name start date
Mark Dwayne Yankee
October 2009
Justin Arthur Lester
October 2009
Donald Robert Raber
May 1994
Peter William Raber
June 2009

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Peter William Raber Chief Compliance Officer; Sr Vice President; Director; Secretary July, 1999 less than 5%
    Donald Robert Raber Vice President April, 2016 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees