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Overview

Holdings

ETF Holdings

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

Assets

Assets

Last updated on April 15, 2017
    • $5.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 74
      Accounts
    • $79.9K
      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
Danna Jacobs
June 2013
Robert Colon, CFP®
June 2013

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Danna Jacobs Chief Compliance Officer, Founding Partner, And Managing Member April, 2013 50% to 75%
    Robert Raymond Colon Founding Partner And Managing Member April, 2013 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees