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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 Sept. 20, 2019
    • $337.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 296
      Accounts
    • $1.1M
      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

4

name start date
Peter Joseph Decker
September 2008
Christopher J. Koehm
September 2008
Devin Conrad Bourque
August 2013
Austin Michael Van Winkle
August 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Christopher J. Koehm -- --
    Essex Insurance Group, Inc. -- --
    Ht Fiduciary Management LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Peter Joseph Decker Managing Member, Chief Compliance Officer February, 2008 50% to 75%
      Christopher J. Koehm Managing Member February, 2008 50% to 75%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees