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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
SPDR S&P 500 ETF Trust $10,775,000
SPDR Dow Jones Industrial Average ETF Trust $10,463,000
iShares S&P 500 Growth ETF $7,759,000
Vanguard Emerging Markets Stock Index Fund $5,646,000
SPDR Gold Shares $5,419,000
SPDR EURO STOXX 50 ETF $5,122,000
Vanguard Total Stock Market Index Fund $4,289,000
ProShares UltraPro QQQ $4,114,000
Vanguard Growth Index Fund $3,969,000
iShares MSCI Japan ETF $3,427,000
iShares Russell 1000 Value ETF $3,244,000
Deutsche X-trackers MSCI Europe Hedged Equity ETF $3,161,000
Consumer Discretionary Select Sector SPDR Fund $2,532,000
iShares MSCI Germany ETF $2,473,000
iShares MSCI EAFE ETF $2,350,000
Energy Select Sector SPDR Fund $2,026,000
iShares Core S&P Mid-Cap ETF $1,925,000
Guggenheim S&P 500 Equal Weight ETF $1,805,000
ProShares UltraShort Euro $1,759,000
Vanguard FTSE All-World ex US Index Fund $1,731,000
Vanguard Extended Market Index Fund $1,720,000
SPDR S&P MidCap 400 ETF $1,641,000
iShares MSCI India ETF $1,631,000
Direxion Daily Financial Bull 3X Shares $1,546,000
Vanguard Pacific Stock Index Fund $1,471,000
iShares S&P Small-Cap 600 Value ETF $1,449,000
Vanguard Large-Cap Index Fund $1,449,000
Vanguard Small-Cap Value Index Fund $1,441,000
iShares MSCI EAFE Value ETF $1,383,000
iShares MSCI EAFE Small-Cap ETF $1,339,000
iShares Europe ETF $1,331,000
iShares Global 100 ETF $1,133,000
Vanguard Tax-Managed International Fund $1,030,000
iShares MSCI Emerging Markets ETF $997,000
Vanguard REIT Index Fund $982,000
Vanguard European Stock Index Fund $854,000
PowerShares DB Commodity Index Tracking Fund $832,000
iShares North American Natural Resources ETF $693,000
iShares MSCI Hong Kong ETF $608,000
iShares MSCI South Korea Capped ETF $597,000
SPDR S&P International Small Cap ETF $537,000
WisdomTree Japan Hedged Equity Fund $535,000
iShares S&P 100 ETF $529,000
Financial Select Sector SPDR Fund $520,000
iShares MSCI Pacific ex Japan ETF $496,000
iShares Silver Trust $477,000
iShares Core MSCI Emerging Markets ETF $394,000
iShares MSCI Brazil Capped ETF $363,000
Vanguard Global ex-US Real Estate Index Fund $320,000
iShares Latin America 40 ETF $290,000
iShares MSCI All Country Asia ex Japan ETF $285,000
iShares Russell 2000 ETF $278,000
SPDR S&P Global Natural Resources ETF $276,000
iShares Russell 1000 Growth ETF $231,000
iShares China Large-Cap ETF $220,000

    Assets

    Assets

    Last updated on July 2, 2017
      • $1.9B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 390
        Accounts
      • $4.8M
        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

    12

    name start date
    Daniel Armando Priwin
    February 2015
    Gerardo Arturo Chapa
    May 2007
    Claudia Margarita Reyes
    February 2017
    Juan Carlos Cantu Gonzalez
    March 2013
    Bernardo Velez Diego Fernandez
    December 2018

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Edelman Financial Services, LLC Dual Registrant $21,729,061,354
      Global Financial Services, L.L.C. Broker-Dealer $355,938,000
      Lee Equity Partners, LLC IAR $1,986,383,127
      Smh Capital Advisors LLC IAR $317,636,536

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Jack Brandon Repa Chief Compliance Officer November, 2014 less than 5%
        John Kenneth Bruno Chief Operating Officer December, 2010 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Performance-Based Fees
          • Other