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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 Jan. 17, 2020
    • $30.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 296
      Accounts
    • $102.5K
      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

10

name start date
Scott C Marek
April 2018
Dylan Andrew Cleary
March 2019
Desmond Jermaine Cato
April 2018
Jordan Lee Youngblade
September 2019
Chandler Te Velde
September 2018

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Scott C Marek Managing Member & Chief Compliance Officer December, 2017 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees