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Correll Co. Investment Services Corp.

Correll Co. Investment Services Corp.

Overview

Articles

Insights

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

Holdings

ETF Holdings

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

Assets

Assets

Last updated on Aug. 20, 2016
    • $165.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 68
      Accounts
    • $2.4M
      Estimated Average Account Balance

Services

Firm Services

  • Pension Consulting

Firm Client types

Advisors

Current Advisors

# of advisors

11

name start date
Terrence John Ronczkowski
October 1999
James Charles Correll
June 1996
Kenneth Lee Schlott
February 2001
M. Nicole Correll
December 2000
James Michael Nash
October 2005

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Earl Franklin Iii Correll Shareholder October, 1999 25% to 50%
    James Charles Correll Shareholder & Chief Executive Officer October, 1999 25% to 50%
    Debra Jean Lucente Secretary July, 1995 less than 5%
    Earl Franklin Jr Correll Shareholder October, 1999 less than 5%
    Melody Nicole Correll Chief Financial Officer/Finop & Chief Compliance Officer June, 2002 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets