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Overview

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    *Articles are published by advisors without compensation.

    Holdings

    ETF Holdings

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

    Assets

    Assets

    Last updated on June 28, 2019
      • $31.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 120
        Accounts
      • $259.8K
        Estimated Average Account Balance

    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

    1

    name start date
    James M. Liotta, CFP®, CPWA®, AIF®, NSSA®, MBA
    January 2013

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      James Michael Liotta Managing Member/Chief Compliance Officer June, 2011 75% or more
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Performance-Based Fees