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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 Oct. 5, 2017
    • $353.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 734
      Accounts
    • $481.7K
      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

5

name start date
Gaylan Charles Abood
February 1994
Justin Slade Anderson
June 2007
Karen Kay Benefiel
January 2004
Michael Lee Bridgman
March 1999
Lori Lynn Liffring
February 1994

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Lori Lynn Liffring President, Chief Compliance Officer, Treasurer, Chairman March, 2005 50% to 75%
    Michael Lee Bridgman Vice President, Secretary March, 2005 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees