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Overview

Articles

Assets

Assets

Last updated on May 9, 2019
    • $2.2B
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 285
      number of clients
    • $7.6M
      Estimated Average Account Balance Per Client

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

6

name start date
Matthew Edward Kopsky
October 2005
Maribeth Renee Snodgrass
January 2007
Benjamin Matthew Westerman
May 2013
Karen Marie Gloriod
August 2016
Kathleen Marie Schulte
June 2017

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Karen Marie Gloriod Chief Compliance Officer July, 2011 less than 5%
    Maribeth Renee Snodgrass Executive Vice President January, 2009 less than 5%
    Benjamin Matthew Westerman Executive Vice President January, 2017 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees
      • Performance-Based Fees