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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 Oct. 5, 2017
    • $111.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 329
      Accounts
    • $339.2K
      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

8

name start date
Jack James Michaletz
December 2013
Kyle Michael Koch
July 2017
Joseph Gerard Michaletz
December 2013
Kimberly Ann Borst
March 2017
Nicole Marie Roubik
January 2014

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    J.G. Michaletz Agency, Inc. -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Joseph Gerard Michaletz President December, 2005 75% or more
      Christine Ellen Michaletz Vp/Secretary/Treasurer/Chief Compliance Officer June, 2015 5% to 10%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets