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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 5, 2019
    • $4.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1
      Accounts
    • $4.6B
      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
Willard Lee Umphrey
March 2002
Leon Okurowski
March 2002

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Pear Tree Partners, Lp IAR $206,927,582
    U. S. Boston Capital Corporation Broker-Dealer $622,448

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Willard Lee Umphrey Director And President May, 1983 50% to 75%
      Anne Marie Umphrey Owner July, 2000 50% to 75%
      Lawrie W. Okurowski Owner July, 2000 50% to 75%
      Leon Okurowski Director, Vice President, Treasurer And Clerk May, 1983 50% to 75%
      Deborah Anne Kessinger Chief Compliance Officer October, 2006 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets