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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on March 28, 2020
    • $256.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 442
      Accounts
    • $580.6K
      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
Shana A Moffatt
September 2002
Peter G Acker
May 2001
Max M Mccain
May 2001
Timothy Ross Cummins
April 2000
David Franklin Hill
January 2004

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Timothy Ross Cummins Managing Director/Chief Compliance Officer April, 2000 50% to 75%
    David Franklin Hill Managing Director August, 2002 50% to 75%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets