Back to top

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. 19, 2020
    • $88.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 481
      Accounts
    • $183.0K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

3

name start date
Andrew James Pulsfort
January 2006
Mackey Miriam Mcneill
March 2003
John P Nunan
September 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Dba Mackey -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Mackey Miriam Mcneill Managing Member January, 2003 75% or more
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees