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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 13, 2019
    • $537.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $437.0K
      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

9

name start date
David Scott Foret
May 2017
William S Rubenfaer
January 2018
Daniel Edward Seder
August 2010
Jonathan Arthur Johnson
January 2018
Robert Kevin Steinberg
August 2010

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Daniel Edward Seder Vice President January, 2013 less than 5%
    Robert Kevin Steinberg President July, 2004 less than 5%
    David Scott Foret Chief Operating Officer, Chief Compliance Officer February, 2017 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees