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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 12, 2019
    • $2.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 900
      Accounts
    • $2.2M
      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

16

name start date
Rajmiel Odinec
January 1991
Monique V. Sinmao
July 2019
Lauren Lehman
March 2012
Guillermo Schultz
January 1991
Kyle Matthew Whelan
May 2006

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Samuel Sandler President September, 2000 50% to 75%
    Rajmiel Odinec Chairman; Ceo; Chief Investment Officer November, 1989 25% to 50%
    Frances Joyce Odinec Director; Secretary January, 1987 25% to 50%
    Guillermo Schultz Managing Director November, 1989 less than 5%
    Sandra Gates Horne Vp, Chief Compliance Officer December, 2004 less than 5%
    Ernest D Odinec Managing Director June, 2010 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Performance-Based Fees