Back to top

Overview

Articles

Insights

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

Assets

Assets

Last updated on March 27, 2017
    • $3.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 75
      Accounts
    • $49.6M
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

3

name start date
Joseph Brian Jennings
September 2014
Tyler Adam Jennings
September 2015
Cody Patrick Jennings
October 2016

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Joseph Brian Jennings Principal And Chief Compliance Officer August, 2014 75% or more
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees