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Overview

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Insights

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

Holdings

ETF Holdings

Name Assets
iShares Russell 2000 ETF $2,098,000

    Assets

    Assets

    Last updated on June 28, 2019
      • $9.7B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 320
        Accounts
      • $30.3M
        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

    7

    name start date
    Robert Allan Mcgee
    May 2002
    Gregory Mark Melvin
    April 2002
    Bryan Robert Johanson
    November 1994
    Brian Scott Allen
    April 1999
    Eugene Michael Natali
    March 2013

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Dartmouth Capital Advisors, Inc. IAR $127,635,522

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Gregory Mark Melvin General Partner Member January, 2002 25% to 50%
        Ulf Arthur Skreppen Chief Compliance Officer January, 2002 less than 5%
        Leonard John Boss Operations Manager September, 2009 less than 5%
        Jeffrey Richard Davidek Marketing Manager September, 2009 less than 5%
        Theresa Marie Costanzo Client Accountant September, 2009 less than 5%
        Kelly Lynn Lesko Controller September, 2009 less than 5%
        Michael Pfohl Donnelly Equity Portfolio Manager January, 2012 less than 5%
        Linda Ann Karhu Client Accountant March, 2012 less than 5%
        Michael James Donnelly Equity Portfolio Manager August, 2013 less than 5%
        Nancy Anne Banker Marketing Manager April, 2013 less than 5%
        Terry Lynn Wolfe Limited Partner January, 2002 less than 5%
        Soundar Nadarajan Investment Support Manager September, 2009 less than 5%
        Andrew Max Faderewski Fixed Income Portfolio Manager December, 2009 less than 5%
        Zachary Keith Hubert Senior Fixed Income Analyst May, 2010 less than 5%
        Shane Michael Nickolich Marketing Manager April, 2012 less than 5%
        Casey Anne Melvin Limited Partner July, 2018 less than 5%
        Shawna Marie Aufman Equity Portfolio Manager September, 2009 less than 5%
        Mary Jo Manning Marketing Assistant September, 2009 less than 5%
        Boyd Michael Hanson Marketing Manager January, 2002 less than 5%
        Bryan Robert Johanson Fixed Income Portfolio Manager March, 1994 less than 5%
        Robert Allan Mcgee Equity Portfolio Manager October, 2000 less than 5%
        Jack Paul White Fixed Income Portfolio Manager September, 1997 less than 5%
        Brian Scott Allen Fixed Income Portfolio Manager April, 1999 less than 5%
        Eugene Michael Natali Marketing Manager January, 2002 less than 5%
        Lori Ann Bollman Marketing Assistant January, 2002 less than 5%
        Mark Richard Gensheimer President April, 2007 less than 5%
        Kenneth Edward Gotwald Systems Administrator January, 2002 less than 5%
        Bridget Ellen Melvin Limited Partner January, 2002 less than 5%
        Patricia Regina Melvin Limited Partner January, 2002 less than 5%
        Danielle Jude Melvin Limited Partner January, 2002 less than 5%
        Janine Clare Melvin Limited Partner January, 2002 less than 5%
        John Christopher Melvin Limited Partner January, 2002 less than 5%
        Robert Michael Rossi Marketing Manager September, 2008 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Other