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Overview

Articles

Insights

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

Assets

Assets

Last updated on April 15, 2017
    • $10.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 257
      Accounts
    • $41.1M
      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

11

name start date
James David Wetzel
August 2004
Scott Brian Harsh
July 2002
Ralph Francis Doering
July 2002
Anthony Louis Festa
October 2004
William Anthony Hummel
July 2002

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Feg Investment Services, LLC IAR $61,013,583
    Feg Investors, LLC IAR $361,845,660
    Feg Pof Ii, LLC -- --
    Feg Pof, LLC -- --
    Feg Private Investors, LLC IAR $694,023,426

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Gary Richard Price Managing Principal September, 2005 10% to 25%
      Michael Curtis Stonecipher Managing Principal & Director September, 2005 10% to 25%
      Scott Brian Harsh Managing Principal/President/Ceo & Director April, 2002 10% to 25%
      Bruce Allen Benjamin Managing Principal September, 2005 10% to 25%
      William Anthony Hummel Managing Principal September, 2005 10% to 25%
      Rebecca Sue Wood Managing Principal September, 2005 10% to 25%
      John Francis Labmeier General Counsel January, 2012 less than 5%
      Gregory Michael Dowling Managing Principal & Director January, 2009 less than 5%
      Robert Daniel Jennings Managing Principal & Director September, 2005 less than 5%
      Julie Trondle Thomas Chief Compliance Officer November, 2015 less than 5%
      James Alan Lenahan Managing Principal January, 2009 less than 5%
      Nolan Michael Bean Managing Principal October, 2011 less than 5%
      William George Goslee Managing Principal September, 2010 less than 5%
      Michael James Oyster Managing Principal January, 2009 less than 5%
      Mary Thayer Bascom Chief Financial Officer January, 2004 less than 5%
      Susan Elizabeth Fasig Managing Principal September, 2005 less than 5%
      Richard Michel Grzymajlo Managing Principal September, 2005 less than 5%
      Anthony Louis Festa Managing Principal September, 2005 less than 5%
      Ryan Scott Wheeler Director Of Operations September, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees