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ETF Holdings

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Last updated on March 1, 2020
    • $21.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 170K
    • $124.8K
      Estimated Average Account Balance


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.


Current Advisors

# of advisors


name start date
Phil Jasso
June 2007
Andrew Peter Schelitzche
August 2003
Chun Mei Zhu
October 2004
Nathan Charles Pease
May 2015
Geoffrey Karl Murdock Macdermott
August 2006

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Fiduciary Trust Company of New Hampshire -- --
    Ivy Distributors, Inc. Broker-Dealer --
    Ivy Investments IAR $67,780,033,571
    Unicon Agency, Inc -- --
    W&R Insurance Agency, Inc -- --



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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Matthew Scott Kramper Vp And Principal Operations Officer October, 2019 less than 5%
      Michael John Daley Vp And Financial And Operations Principal May, 2018 less than 5%
      Matthew Kirk Reeves Svp And Head Of Product And Planning August, 2017 less than 5%
      Jacquelyn Elayne Glenn Svp And Chief Supervisory Officer October, 2016 less than 5%
      Benjamin Russell Clouse Svp, Director, Principal Financial Officer November, 2017 less than 5%
      Shawn Michael Mihal President And Director November, 2017 less than 5%
      Brent Kyle Bloss Svp, Chairman Of The Board, Director November, 2017 less than 5%
      Mark Patrick Buyle Svp And General Counsel August, 2018 less than 5%
      Elizabeth Ann Hansen Svp And Chief Compliance Officer April, 2018 less than 5%
        Source: SEC


        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees