Back to top

Overview

Articles

Insights

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

Assets

Assets

Last updated on May 24, 2019
    • $701.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 756
      Accounts
    • $928.0K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

10

name start date
Douglas Atkinson Price
June 2010
Mark Anthony Ciulla
June 2010
Nathan Price Creviston
September 2018
Patrick T Mi Only Hanratty
June 2010
Robert Michael Holub
June 2010

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Mark Anthony Ciulla Chief Compliance Officer, Managing Director, And Co-Managing Member April, 2010 50% to 75%
    Neil Ray Waxman Managing Director, And Co-Managing Member April, 2010 50% to 75%
    Patrick T (Mi Only) Hanratty Managing Director, And Elected Co-Managing Member April, 2010 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees