Back to top

Overview

Articles

Insights

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

Holdings

Assets

Assets

Last updated on June 12, 2019
    • $171.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 278
      Accounts
    • $617.0K
      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
Robert Keith Wibel
January 1996
Gwen Landis Boyd
December 2014

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Florence Ruth Wibel Treasurer, Trustee September, 1998 75% or more
    Robert Keith Wibel President, Trustee August, 1995 75% or more
    Michelle Marie Burton Chief Compliance Officer April, 2017 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets