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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 28, 2019
    • $1.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 101
      Accounts
    • $12.0M
      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

11

name start date
Greg Michael Swenson
November 2013
Jun Zhu
January 2015
Chun Wang
November 2013
Kristen Joy Hendrickson
June 2015
John Christopher Mueller
December 2013

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Weeden & Co.L.P. -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Steven Carlos Leuthold Member January, 2013 10% to 25%
      John Christopher Mueller Co-Chief Executive Officer, Manager July, 2005 5% to 10%
      Jeffrey Chet Leadholm Co-Chief Executive Officer, Manager July, 2005 5% to 10%
      Douglas Raymond Ramsey Chief Investment Officer And Portfolio Manager October, 2011 5% to 10%
      James William Paulsen Chief Investment Strategist July, 2017 less than 5%
      Holly Jo Weiss Chief Financial Officer August, 2011 less than 5%
      Robert Angelo Cervoni Manager January, 2011 less than 5%
      Darrin Joseph Homme Chief Technology Officer December, 2006 less than 5%
      Roger Allen Peters Chief Compliance Officer November, 2005 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Subscription Fees