Back to top

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 May 26, 2017
    • $123.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 581
      Accounts
    • $212.0K
      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

3

name start date
Anthony Richard Moeller
April 2006
Matthew Paul Ahrens
November 2015
Christian William Stromgren
December 2018

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Anthony Richard Moeller President, Chief Compliance Officer November, 2004 75% or more
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees