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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 Sept. 12, 2019
    • $687.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $645.8K
      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

175

name start date
Brian S. Pearce
June 2019
Mark Julian Strefner
October 2008
Preston Douglas Runyan
January 2008
John David Straley
October 2008
Barry Neal Link
July 2001

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Robert Daniel Yarosz President Of Compass Division January, 1998 50% to 75%
    Richard Steven Jr Babjak President January, 1998 25% to 50%
    Robert Alan Walter Vice President April, 2009 less than 5%
    Mark John Jr Lishchynsky Chief Operating Officer July, 2013 less than 5%
    Christopher Alex Cokinis Chief Compliance Officer March, 2018 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees