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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on March 16, 2017
    • $199.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $178.3K
      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
Bradley Clay Fisher
April 2016
Christopher Melvin Frank Saccomanno
June 2019
Richard Laurence Coles
May 2006
Jerome George Zimmerer
September 2003
David Scott Neal
October 1995

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    David Scott Neal Director / President August, 1995 50% to 75%
    Jerome George Zimmerer Director / Vice President/ Chief Compliance Officer May, 2000 25% to 50%
    Rodney Alsup Director November, 2013 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees