| Owner | Title | From | %Ownership |
|---|---|---|---|
| Gross Mendelsohn & Associates, P.a. | Member | 12/2000 | > 75% |
| Little, Michael, Dean | Director of Wealth Management and Chief Compliance Officer | 02/2016 | 10-25% |
| Johnson, Jeffrey, Grant | Managing Director | 02/2016 | 10-25% |
| Goldner, David, Alan | Member | 02/2016 | < 5% |
| Handwerger, Scott, David | Member | 07/2020 | < 5% |
| Rus, Leonard, Barry | Member | 07/2020 | < 5% |
