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Overview

Articles

Insights

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

Holdings

Assets

Assets

Last updated on March 25, 2017
    • $231.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $184.2K
      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

2

name start date
Julian Rubinstein
January 2003
Gregory Edward Barr
November 2016

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Julian Rubinstein Chief Compliance Officer January, 1998 75% or more
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets