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Partnervest Advisory Services LLC

Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on June 12, 2019
    • $588.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $259.8K
      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

48

name start date
Aaron Del Brown
October 2018
Christine Elizabeth Gibson
September 2004
Jiang Hu
August 2012
Angie Chen Owens
May 2009
Kenneth Ross Hyman
July 2002

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Andrew Levacy Enrolled Agent -- --
    Anfield Captial Management -- --
    Jiang Hu Enrolled Agent -- --
    Lorraine Bishop Attorney At Law -- --
    Partnervest Insurance Group -- --
    Randall Bishop Attorney -- --
    Senior Advisory Group -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kenneth Ross Hyman Chief Executive Officer, President, Treasurer, Chief Financial Officer June, 2001 less than 5%
      David Young Chief Investment Officer October, 2015 less than 5%
      Christine Catherine Mahota Chief Compliance Officer November, 2018 less than 5%
      Angie Chen Owens Director Of Operations June, 2016 less than 5%
      Rebecca Merlynn Valdez Director Of Invesments July, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Performance-Based Fees