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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 Aug. 20, 2016
    • $92.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 153
      Accounts
    • $605.3K
      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

2

name start date
Stephen Brent Wilde
March 2003
Christopher Smyth Wilde
December 2015

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Stephen Brent Wilde President - Director/Chief Investment Officer January, 1995 75% or more
    Christopher Smyth Wilde Senior Vice President, Finance December, 2015 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees