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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
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      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
Evan Powers
July 2017
Jeffrey Russell Jones
July 2017
Benjamin Jared Pitts
July 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cypress Financial Planning -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Benjamin Jared Pitts Ceo And Chief Compliance Officer August, 2014 25% to 50%
      Jeffrey Russell Jones Chief Product Engineer And Owner August, 2014 10% to 25%
      Timothy Gerard Mulligan Owner May, 2015 10% to 25%
      Mark Vincent Berry Cfo And Owner August, 2014 10% to 25%
      Jason Todd Hull Owner August, 2014 10% to 25%
      Joel James Light Owner August, 2014 5% to 10%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Subscription Fees
        • Fixed Fees