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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 Aug. 30, 2017
    • $3.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $770.6K
      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

6

name start date
Steven Edward Evanson
April 2006
Laura Jean Kelly
April 2007
Patrick Thomas Collins
August 2017
Joann Russo Donangelo
March 2019
David Bell Sherwood
April 2006

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Steven Edward Evanson Managing Member/Chief Compliance Officer April, 2005 75% or more
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Hourly Charges
      • Fixed Fees