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Business-Owner Strategies Group, LLC

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 Sept. 13, 2019
    • $23.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 221
      Accounts
    • $107.7K
      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

5

name start date
Justin Michael Struble
September 2018
Laird W Hepburn
September 2018
Robert Francis Picha
September 2018
Douglas Daffron
May 2019
Robert Paul Shigley
June 2019

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Laird W Hepburn Managing Member/ Cco September, 2016 50% to 75%
    Robert Francis Picha Managing Member April, 2018 50% to 75%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees