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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 Nov. 2, 2019
    • $539.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $480.9K
      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
Shirley Cleveland
October 2006
Roderick Pearson Mackinnon
February 2016
Tyler Stanton Lang
March 2008
Stephen Michael Kovach
February 2016
Andrea Meredith Puopolo
May 2004

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Carey Hale Mcneal General Partner April, 1998 50% to 75%
    Bruce Richard Mohr General Partner/Chief Compliance Officer April, 1998 50% to 75%
    Melvin Dean Buffington Consultant April, 1998 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees