EXECUTIVE FINANCIAL SERVICES, INC.
EXECUTIVE FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 116839). Regulatory assets under management: $32.5M.
Registration
- CRD: 116839
- SEC file number: 801-64974
- Type: Registered investment adviser
- Phone: 603-890-9040
- Latest filing: 2012-06-06
- Regulatory AUM: $32.5M
- Non-discretionary AUM: $32.5M
- Clients: 1
- Accounts: 239
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| STEWART WENDELL BRENEMAN | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| STEWART LAURIE LEE | VICE PRESIDENT | — |
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