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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 June 18, 2019
    • $70.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 378
      Accounts
    • $185.2K
      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

3

name start date
Kevin Douglas Michels
July 2016
Dan Warren Loose
April 2018
Celeste Perian Kennard
January 2020

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    David Kevin Luke President July, 2008 75% or more
    Kevin Douglas Michels Investment Adviser Representative & Owner October, 2015 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees