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Overview

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

Holdings

ETF Holdings

Name Assets
ProShares Ultra QQQ $590,000

    Assets

    Assets

    Last updated on Jan. 11, 2020
      • $7.9B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 14K
        Accounts
      • $557.7K
        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

    5

    name start date
    Thomas Shelby Bridges
    January 2003
    James L. Farrell
    January 2016
    Thomas Stanley Postek
    April 2005
    Robert James Nowlin
    July 2005
    Gregg Douglas Anderson
    November 2004

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Geneva Holdings, LLC -- --
      Gnv Advisors, LLC Broker-Dealer --

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Daniel Philip Delany Principal January, 2013 less than 5%
        David Pierce Principal January, 2003 less than 5%
        Kurt Michael Newsom Principal, General Counsel And Chief Compliance Officer July, 2011 less than 5%
        James L. Farrell Principal January, 2013 less than 5%
        Sean Brady Dobbins Principal January, 2014 less than 5%
        Tina Marie Frey Principal January, 2014 less than 5%
        Timothy Scott Musial Principal January, 2014 less than 5%
        Michael Steven Brady Chief Financial Officer January, 2014 less than 5%
        Eliezer J Hernandez Principal January, 2014 less than 5%
        Gordon C Scott Principal January, 2014 less than 5%
        Mark Earl Resnik Principal February, 2014 less than 5%
        Thomas Vernon Bruns Principal January, 2015 less than 5%
        Michelle Marie Hermann Principal January, 2015 less than 5%
        Gregg Douglas Anderson Principal January, 2015 less than 5%
        James Addison Barasa Principal January, 2015 less than 5%
        Robert J. Coulton Principal January, 2016 less than 5%
        Chad Starkovich Principal January, 2013 less than 5%
        Kenneth Joseph Gimbel Principal January, 2012 less than 5%
        John Patrick Huber Principal January, 2003 less than 5%
        Thomas Shelby Bridges Principal January, 2003 less than 5%
        Richard Samuel Kaplan Principal January, 2003 less than 5%
        Richard Kurt Sheiner Principal January, 2004 less than 5%
        Amit Dhawan Principal January, 2005 less than 5%
        Christopher James Lewis Principal July, 2008 less than 5%
        Kelly Thomas Goalby Principal January, 2009 less than 5%
        Michael Edward Mortell Principal January, 2009 less than 5%
        Bruce Lawrence Klein Principal January, 2009 less than 5%
        Jon Scot Tyson Principal January, 2010 less than 5%
        Richard French Judd Principal December, 2009 less than 5%
        Katherine M Brown Principal January, 2011 less than 5%
        Erin Schornack Dickes Principal January, 2012 less than 5%
        Kathryn Lucia Bergin Principal January, 2012 less than 5%
        Matthew Kenneth Scherer Principal January, 2012 less than 5%
        Gregory Leo Schroer Principal January, 2012 less than 5%
        Robert Campbell Bridges Principal January, 2003 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees