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Overview

Articles

Insights

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

Assets

Assets

Last updated on Jan. 11, 2020
    • $1.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 9K
      Accounts
    • $176.3K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

7

name start date
Rhodolph Leslie Esmay
July 2003
Jill Irja Thomas
June 2012
Stephen Nye Bouslog
March 2015
Eddie David Ghabour
April 2011
Janice Marlene Mandt
January 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Wfg Investments, Inc. Dual Registrant $21,260,630

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Edward Richard Kern Chief Financial Officer February, 2014 less than 5%
      David Wilson Williams President/Chief Compliance Officer September, 2007 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees