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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 Jan. 7, 2016
    • $779.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $178.7K
      Estimated Average Account Balance

Services

Firm Services

  • Other
    • -Selection of Other Advisors

Firm Client types

Advisors

Current Advisors

# of advisors

1,498

name start date
Ana Tereza Munro
April 2013
Jennifer Ann Larsen
October 2009
Deborah Kay Shamel
December 2006
Lori Jeanne Taylor
January 2015
Wesley Jarrett Simpson
October 2011

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cleararc Capital, Inc. IAR $6,979,912,083
    Fifth Third Bank -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Howard Hammond Managing Director January, 2007 less than 5%
      Justin Michael Overmann Director, Brokerage Operations May, 2011 less than 5%
      Jarrett Andrew Jacobs Bd Chief Compliance Officer/Ria Chief Compliance Officer March, 2013 less than 5%
      Ginger Michelle Kelly Director, Administrative Officer - Retail March, 2011 less than 5%
      Robert Franklin Marcus Head Of Capital Markets April, 2012 less than 5%
      Mark Emmet Brown Director, Administrator Officer - Capital Markets January, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets