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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 15, 2017
    • $85.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 72
      Accounts
    • $1.2M
      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

4

name start date
Leon Adam Wiatrak
January 2018
Maryann Ferguson Harrison
January 2018
George Thomas Glisker
February 2018
Peter Robertson Ward
February 2018

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Leon Adam Wiatrak Managing Member June, 2007 less than 5%
    Maryann Ferguson Harrison Chief Compliance Officer March, 2010 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets