Back to top

Overview

Articles

Insights

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

Assets

Assets

Last updated on June 13, 2019
    • $230.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 602
      Accounts
    • $383.3K
      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

2

name start date
Dean Richard Hedeker
December 2002
Ryan Romeo Casaquite
June 2019

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Dean Richard Hedeker Principal/Chief Compliance Officer/Member October, 2002 75% or more
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets