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Overview

Articles

Insights

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

Assets

Assets

Last updated on Sept. 12, 2019
    • $630.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 302
      Accounts
    • $2.1M
      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

4

name start date
Kevin Patrick Whelan
January 2006
Nathan Andrew Bishop
November 2015
John Allen Ferguson
August 2016
Nathan Michael Bailey
June 2017

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Kevin Patrick Whelan Principal And Portfolio Manager January, 1999 less than 5%
    Joseph Patrick Condren Principal, Chief Operating Officer And Chief Compliance Officer February, 2005 less than 5%
    Nathan Andrew Bishop Principal And Portfolio Manager January, 2016 less than 5%
    Nathan Michael Bailey Principal And Portfolio Manager January, 2016 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets