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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 March 25, 2016
    • $108.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 336
      Accounts
    • $323.1K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Pension Consulting

Firm Client types

Advisors

Current Advisors

# of advisors

5

name start date
Jack James Michaletz
December 2013
Joseph Gerard Michaletz
December 2013
Nicole Marie Roubik
January 2014
Christine Ellen Michaletz
June 2015
Bruce Irving Kinsella
April 2016

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Joseph Gerald 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
      • Hourly Charges
      • Fixed Fees
      • Commissions