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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 Feb. 1, 2020
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      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

17

name start date
Kimberly Jean Smith
March 2001
Scott Gregory Long
September 1999
Donald Gifford Gaumer
October 2009
Kelly Jo Long
July 2018
Stacie Lynnette Nyberg
November 2014

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Sgl Investment Advisors, Inc. IAR $146,254,506

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Joseph David Vinso Director November, 2006 less than 5%
      Scott Gregory Long Chairman Of The Board/Secretary June, 2006 less than 5%
      Susan Elaine Williams President/Ceo November, 2006 less than 5%
      Kimberly Jean Smith Chief Compliance Officer August, 2011 less than 5%
      Bruce Anthony Costa Director October, 2014 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets