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Overview

Articles

Insights

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

Assets

Assets

Last updated on Nov. 15, 2019
    • $489.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $229.7K
      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

7

name start date
Glenn Alan Blachman
January 2010
Jay Ramshin Horowitz
February 2013
Peter Singagliese
June 2016
Steven Roy Puckett
October 2016
Brian James Power
January 2010

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Jay R. Horowitz CPA Pc -- --
    Peter Singagliese (Self Employed) -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jay Harold Flamme Chief Financial Officer January, 2010 25% to 50%
      Paul A De Rosa Chief Investment Officer January, 2010 25% to 50%
      Brian James Power Chief Operating Officer And Chief Compliance Officer January, 2010 25% to 50%
      Glenn Alan Blachman Principal/Director Of Human Resources January, 2010 25% to 50%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees