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Overview

Articles

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

1

name start date
Gary Ray Duell
January 2011

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Gary Ray Duell Owner September, 2010 75% or more
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Hourly Charges
      • Commissions
      • Monthly Advisory Subscription