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Overview

Articles

Insights

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

Assets

Assets

Last updated on May 9, 2019
    • $3.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $1.4M
      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
Scott Dean Eltjes
December 2009
David Paul Jackson
November 2018
Jon Kent Augustine
December 2009
Debra Ellen Norton
February 2008
Brian E Rolland
November 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Bankers Trust Company -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Scott Dean Eltjes President And Ceo February, 2009 less than 5%
      Jon Kent Augustine Chief Investment Officer November, 2009 less than 5%
      Mark Paul Mandziara Senior Managing Director July, 2003 less than 5%
      Charles Howard Leibold Chief Compliance Officer January, 2017 less than 5%
      Kermit John Albertson Secretary/Treasurer May, 2003 less than 5%
      Donald James Coffin Chairman, Director January, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees