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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 May 9, 2019
    • $11.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 9K
      Accounts
    • $1.3M
      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

61

name start date
Michael Vincent Glowacki
April 2016
Ami S Aranha
September 2018
Paul John Nikolai
July 2012
Thomas Gregory Tracy
August 2008
Sandra P Conners
January 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Advanced Capital Intelligence, LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kenneth Jeffery Anderson Director January, 2008 5% to 10%
      Thomas Gregory Tracy Chief Client And Planning Officer,Director November, 2009 5% to 10%
      Robert Joseph Francais Chief Executive Officer November, 2009 5% to 10%
      Marc Sangree Primiani General Counsel January, 2008 5% to 10%
      Lorraine Susan Fox Director May, 2016 less than 5%
      Paul John Nikolai Director January, 2019 less than 5%
      Carl David Forster Director January, 2015 less than 5%
      Karen Ruth Blodgett Board Of Directors - Chair January, 2019 less than 5%
      Michael Harris Kossman Chief Operating Officer/Chief Compliance Officer August, 2012 less than 5%
      Mark Petrie Director May, 2016 less than 5%
      Douglas Stanton Hendrickson Chief Financial Officer July, 2016 less than 5%
      Bret Magpiong Chief Practice Officer August, 2012 less than 5%
      John David Allen Chief Investment Officer January, 2014 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees