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Overview

Articles

Insights

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

Assets

Assets

Last updated on Aug. 23, 2019
    • $1.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 19K
      Accounts
    • $97.4K
      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

25

name start date
Matthew John Henry
February 2018
Mark Adam Scanlan
June 2014
William Hall Servis
September 2017
Parker R Holland
August 2016
Kenneth Allan Sutherland
March 2019

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Joseph Francis Hunter President And Ceo November, 2017 less than 5%
    Michael Richard Trott Chief Financial Officer September, 2018 less than 5%
    Shieva Rajaee Acting Chief Compliance Officer August, 2019 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets