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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 May 25, 2019
    • $400.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 772
      Accounts
    • $518.2K
      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

5

name start date
Sanjay Kumar Khindri
February 2018
Linda Elaine Yeager
April 2018
James M Beenders
January 2007
Webster John Youngs
November 1996
John Gorton Youngs
April 2005

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Webster John Youngs President November, 1996 50% to 75%
    John Gorton Youngs Chief Operating Officer And Chief Compliance Officer August, 2004 25% to 50%
    James M Beenders Senior Relationship Manager January, 2007 10% to 25%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees