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Overview

Articles

Insights

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

Assets

Assets

Last updated on Oct. 10, 2017
    • $750.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $530.4K
      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

11

name start date
Gerald Charles Milkowski
September 2004
Debbie Lynne Montgomery
August 2016
Steven Lawrence Killoran
February 2012
Joshua C. Mallery
August 2018
Timothy Charles Escott
September 2005

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Ramsey A Luhr Secretary/Treasurer January, 2004 50% to 75%
    John Thomas Boland President January, 2004 50% to 75%
    Steven Lawrence Killoran Vice President & Shareholder January, 2014 less than 5%
    Evan Isaiah Pemberton Vice President & Chief Compliance Officer March, 2015 less than 5%
    Elizabeth Sarah Hinchliffe Lewis Portfolio Manager / Shareholder January, 2017 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges