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Overview

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Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
iShares MSCI Taiwan Capped ETF $361,000

    Assets

    Assets

    Last updated on Dec. 5, 2019
      • $2.2B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1K
        Accounts
      • $1.5M
        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

    15

    name start date
    Charles Olin Mahaffey
    November 2010
    Colin James Bates
    October 2018
    Johns Norwood Ellington
    September 2015
    Milton S Brown
    June 2009
    Todd David Young
    October 2017

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Cleararc Capital, Inc. IAR $3,891,452,305
      Epic Insurance Solutions Agency, LLC -- --
      Fifth Third Bank -- --
      Fifth Third Insurance Agency -- --
      Fifth Third Securities, Inc. Broker-Dealer --
      Franklin Street Trust Company -- --
      Mainstreet Advisors IAR $4,991,157,640
      Mcgraw Insurance Agency -- --
      The Retirement Corporation of America IAR $467,008,346

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Kristine Reed Garrett Director August, 2019 less than 5%
        Diane Jean Hulls Chief Compliance Officer November, 2018 less than 5%
        Jonathan William Reynolds Director November, 2018 less than 5%
        Michael Francis Kennedy Director November, 2018 less than 5%
        Eric Benjamin Housman Director November, 2018 less than 5%
        Gerald Brady Coogan Director November, 2018 less than 5%
        William Robert Newell President, Director November, 2018 less than 5%
        (Jr) William Bonner Thompson Managing Director Of Asset Allocation And Investment Strategies November, 2018 less than 5%
        Carol Elizabeth Manzon Managing Director Of Support Services November, 2018 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees
          • Other