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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 Aug. 20, 2016
    • $71.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 617
      Accounts
    • $116.5K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

3

name start date
Paul Macnamara
January 2009
Timothy Joseph Mcintosh
January 2009
Terry Lee Langston
August 2012

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Paul Macnamara Ceo December, 2012 50% to 75%
    Timothy Joseph Mcintosh Cio, Cco September, 1997 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees
      • Contracted Rate Or Minimum Quarterly Fee