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Overview

Articles

Insights

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

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on April 1, 2016
    • $494.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $167.4K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

9

name start date
Christopher Robert Payne
July 2011
Dan Mason Morris
July 2014
Ryan M Payne
February 2011
Michael Kelley Macke
April 2016
Robert Joseph Payne
September 2008

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Ryan M Payne Managing Member/Chief Compliance Officer July, 2008 50% to 75%
    Robert Joseph Payne Managing Director September, 2008 50% to 75%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees