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Overview

Articles

Insights

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

Assets

Assets

Last updated on Sept. 23, 2016
    • $3.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $737.7K
      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

50

name start date
Gerald John Wernette
April 2010
Paul Abendroth
November 2010
Frederick John Schaard
June 2010
Daniel Palmer
December 2010
Patrick Shawn Sullivan
December 2010

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    C-PAS LLC IAR $62,347,000
    Rehmann Financial Network, LLC Broker-Dealer --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Joan Payne Chief Financial Officer January, 2009 less than 5%
      Jeffrey James Phillips Chief Investment Officer January, 2009 less than 5%
      Nicole Anne Spitzley Chief Compliance Officer January, 2014 less than 5%
      Amy E Flourry Chief Operations Officer January, 2015 less than 5%
      Jeffrey James Phillips Chief Executive Officer September, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees