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Overview

Articles

Insights

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

Assets

Assets

Last updated on Aug. 20, 2016
    • $342.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 277
      Accounts
    • $1.2M
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Pension Consulting

Firm Client types

Advisors

Current Advisors

# of advisors

5

name start date
Marilyn Janet Spencer
March 2009
Daniele Marie Donahoe
July 2010
Mary Appleton Cosby Rinehart
May 2003
Andrew David Savant
May 2012
Sandra Bradley Carlson
November 2013

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Daniele Marie Donahoe Ceo And Chief Investment Officer November, 2015 50% to 75%
    Mary Appleton Cosby Rinehart Owner/Chairman November, 2015 25% to 50%
    Sandra Bradley Carlson President & Chief Compliance Officer November, 2015 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets