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Overview

Articles

Insights

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

Holdings

Assets

Assets

Last updated on Jan. 22, 2020
    • $350.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 116
      Accounts
    • $3.0M
      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
Jennifer Pauline Lambert
March 2012
Kenneth Bruce Lambert
February 2012

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Kenneth Bruce Lambert Managing Member & Chief Compliance Officer February, 2012 75% or more
    Jennifer Pauline Lambert Managing Member January, 2014 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets