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Overview

Articles

Insights

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

Assets

Assets

Last updated on Dec. 14, 2019
    • $755.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $352.2K
      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

10

name start date
Daniel Malcolm Makin
February 2005
Malcolm Alfred Makin
January 1993
Eileen Mcfadden Esposito
April 1996
Andrea Michelle Spieth
June 2019
Christopher Gilman Wallace
January 2003

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Joanna Valentini -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Malcolm Alfred Makin Sole Shareholder, President, Director, Chief Compliance Officer July, 1980 75% or more
      Joanna Valentini Chief Financial Officer December, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees