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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 Jan. 7, 2016
    • $7.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 120
      Accounts
    • $65.6K
      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

144

name start date
Mark Charles Schreiber
July 2017
Thomas Michael Rauchegger
January 2012
Mackenzie Ranae Polete
April 2014
Carol Jean Wildermuth
February 1998
Jammie Nakia Avila
October 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Carol Jean Wildermuth -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Daniel Lloyd Wildermuth Ceo April, 1998 50% to 75%
      Carol Jean Wildermuth Coo April, 1999 50% to 75%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Commissions