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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 Aug. 7, 2019
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      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

2

name start date
Michael Ryan Melby
July 2008
Heather Laurel Schara
February 2013

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Justin C Jolly Chief Compliance Officer January, 2019 less than 5%
    Michael Thomas Prior Chief Executive Officer October, 2018 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Other