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Overview

Articles

Insights

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

Holdings

ETF Holdings

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

Assets

Assets

Last updated on Oct. 24, 2019
    • $937.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $366.4K
      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

9

name start date
Michelle Nicole Meacham
August 2017
Steven Jeff Weinberger
January 2007
Jordan Lindsay Kahn
February 2019
Shawn Stauffer Landis
October 2014
Carl David Aschenbrenner
April 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cr Project LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Gregory Sandor Heller President August, 1988 75% or more
      Steven Jeff Weinberger Senior Managing Director January, 2004 less than 5%
      Sam Suebpong Puathasnanon Chief Compliance Officer November, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees