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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 March 23, 2017
    • $3.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $496.2K
      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

21

name start date
Mark Thomas Hebner
September 1999
Denise Georgia Delaney
August 2007
Wesley Robert Long
August 2016
Anne Elizabeth Page
February 2012
Brendan Edward Connelly
July 2004

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Mark Thomas Hebner President March, 1999 75% or more
    Cynthia Lynn Mason Chief Financial Officer December, 2008 less than 5%
    Michelle Louise Ojeda Chief Compliance Officer January, 2015 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets