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Overview

Articles

Insights

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

Assets

Assets

Last updated on March 15, 2017
    • $242.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 351
      Accounts
    • $691.4K
      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

3

name start date
Edward Michael Haberer
September 2013
Donald Lee Keller
August 2013
Elizabeth A Dayter
October 2017

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Donald Lee Keller Member, Chief Investment Officer August, 2013 25% to 50%
    Irene Mcdonough Dake Managing Member, Chief Compliance Officer August, 2013 25% to 50%
    Edward Michael Haberer Member/President September, 2013 25% to 50%
    Elizabeth A Dayter Member/Director Of Client Services September, 2013 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees