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Overview

Articles

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on March 17, 2016
    • $190.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $157.9K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

3

name start date
Irwin Richard Wetnight
June 2011
Chris Michael Murray
January 2007
Martin L. Mazorra CFP®, ChFC
January 2007

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Martin Lee Mazorra Managing Member & Chief Compliance Officer September, 2006 75% or more
    Chris Michael Murray Managing Member September, 2006 10% to 25%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees