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Overview

Articles

Insights

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

Holdings

ETF Holdings

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

Assets

Assets

Last updated on Aug. 20, 2016
    • $509.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 121
      Accounts
    • $4.2M
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Other
    • -Selection of Other Advisors

Firm Client types

Advisors

Current Advisors

# of advisors

0

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

Leadership

Ownership

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

Executives and Control Persons

Name Title Tenure Date % Ownership
Meloni Midori Hallock Chief Executive Officer July, 2005 less than 5%
Alev Turkben Lewis President/Chief Operating Officer March, 2005 less than 5%
Amy Stacy Born Chief Compliance Officer November, 2012 less than 5%
    Source: SEC

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Fixed Fees