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Overview

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    *Articles are published by advisors without compensation.

    Holdings

    ETF Holdings

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

    Assets

    Assets

    Last updated on Jan. 13, 2017
      • $108.3M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 99
        Accounts
      • $1.1M
        Estimated Average Account Balance

    Services

    Firm Services

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

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    2

    name start date
    John A. Frisch CPA/PFS, CFP®, AIF®, PPC
    August 2016
    Jeffrey Lewis Schatz
    February 2017

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      John Andrew Frisch President/Director/Chief Compliance Officer February, 2000 75% or more
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges