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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

Assets

Assets

Last updated on June 12, 2019
    • $1.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $1.0M
      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

10

name start date
Sue Kersbergen Schwein
December 2018
Stanley Howland Cocke
March 2002
Eric Christian Magnin
January 2016
John Phillip Rhodin
January 2001
Thomas Clingman Arnold
December 2001

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Boys, Arnold Trust Company -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jon Loveless Vannice President December, 1995 10% to 25%
      John Phillip Rhodin Vice President & Chief Compliance Officer April, 1995 10% to 25%
      Jay Garst Reese Investment Counselor December, 2014 5% to 10%
      Thomas Clingman Arnold Member, Board Of Directors July, 1995 less than 5%
      Stanley Howland Cocke Secretary December, 2001 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees