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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 Feb. 6, 2016
    • $168.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $86.1K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

45

name start date
John James Duddy
June 2011
John Christian Gesek
December 2012
Jerald Michael Kennedy
January 2014
Dennis Herbert Wiedeman
May 2013
Daniel Allen Burton
February 2014

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Next Advisory Group, LLC -- --
    Partners Advantage Insurance Services LLC -- --
    Varsity Asset Management, LLC IAR $11,400,000

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Ryan Joseph Borer Managing Member/Chief Operating Officer February, 2011 10% to 25%
      Christopher Andrew Horvath Member August, 2012 5% to 10%
      Richard Allen Barnett Member February, 2011 less than 5%
      John Scott Johnson Chief Compliance Officer June, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees