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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 June 12, 2019
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $671.2K
      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

16

name start date
Jonathan Thomas Gannon
September 2017
Anika Rose Hedstrom
April 2015
Dougal Williams
November 2004
Katelyn Ann Schwartz
June 2018
Julia Patricia Tierney
April 2015

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Michael Joseph Oreilly Principal December, 2000 25% to 50%
    Douglas Eric Johanson Chief Executive Officer May, 2011 25% to 50%
    Dougal Williams Chief Investment Officer May, 2011 10% to 25%
    John Joseph Iii Convery Chief Compliance Officer/Chief Operating Officer March, 2011 5% to 10%
    Robert Douglas Greenman Lead Advisor March, 2015 less than 5%
    Lindsey Woodley Williams Lead Advisor March, 2015 less than 5%
    Douglas Lightner Post Lead Advisor March, 2015 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets