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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
SPDR S&P 500 Value ETF $2,862,000

    Assets

    Assets

    Last updated on June 12, 2019
      • $442.3M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $254.5K
        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

    12

    name start date
    Douglas William Schwartz
    June 2015
    Matthew William Klewer
    February 2011
    Peter Scott Lautmann
    July 2015
    Thomas Henry Nackers
    December 2008
    Sally Martha Whitmore
    January 2018

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Robert Wylie Phelps President September, 2000 50% to 75%
      Alan Lawrence Purintun Vice President And Chief Compliance Officer September, 2000 25% to 50%
      Gerald Wayne Nackers Owner December, 2008 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees