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Chas. P. Smith & Associates, Pa, CPA's

Chas. P. Smith & Associates, Pa, CPA's

Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
Fidelity MSCI Industrials Index ETF $3,138,000

    Assets

    Assets

    Last updated on March 23, 2017
      • $979.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 4K
        Accounts
      • $242.6K
        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

    18

    name start date
    Matthew Aaron Treskovich
    May 2016
    Gary Eldon Clark
    March 2009
    Robert Mark Eckenroth
    August 2016
    Richard David Bernard
    March 2017
    Peter Charles Golotko
    December 2006

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      National Advisors Trust Company -- --

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Peter Charles Golotko President/Director/Chief Compliance Officer January, 1998 50% to 75%
        James Martin Luffman Vice President/Secretary/Director January, 1996 50% to 75%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees