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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
iShares Government/Credit Bond ETF $333,000

    Assets

    Assets

    Last updated on Aug. 26, 2017
      • $368.3M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1K
        Accounts
      • $291.6K
        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

    9

    name start date
    Thomas Craig Kwang Soo Rasmussen
    September 2018
    Chad Mitchell Burton
    October 2010
    Alyssa Marie Flynn
    October 2019
    Daniel Laurence Koerner
    October 2012
    Ryan Patrick Ignacio
    June 2016

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Robert Francis Black Member October, 2009 50% to 75%
      Chad Mitchell Burton Member/Chief Compliance Officer October, 2010 50% to 75%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees