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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 May 19, 2017
    • $1.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $389.8K
      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

21

name start date
Andrew Lawrence Penso
May 2006
Amanda Louise Thomas
May 2006
Geoffrey Sutherland Gaggs
November 2003
Matthew William Adams
March 2004
Elizabeth Hillman Boscacci
March 2004

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Brad Warren Stark Cco / Coo / Partner February, 2000 25% to 50%
    Seth Mathew Streeter Ceo / Partner February, 2000 25% to 50%
    Geoffrey Sutherland Gaggs Client Advisor / Partner January, 2008 5% to 10%
    Matthew William Adams Cio / Partner January, 2008 5% to 10%
    Andrew Lawrence Penso Client Advisor / Partner July, 2014 less than 5%
    Dannell Rice Stuart Director Of Business Development / Partner July, 2014 less than 5%
    Tyler Austin Robuck Client Advisor / Partner January, 2016 less than 5%
    Patricia Ann Fahnoe Client Advisor / Partner January, 2016 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees