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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 12, 2019
    • $8.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 36K
      Accounts
    • $238.8K
      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

49

name start date
Konstantin Grigoryevich Etus
August 2011
Ashley Constance Calabretto
November 2013
Natalie Jane Webert
July 2016
Nicholas Cheng Codola
October 2019
Kyle Arthur Booras
June 2013

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Arbor Point Advisors IAR $2,142,413,126
    Constellation Trust Company -- --
    Ftj Fundchoice, LLC IAR $7,110,000

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Mark Daniel Applegarth Treasurer/Chief Financial Officer/Elected Manager October, 2006 less than 5%
      John Russel Vanneman Chief Investment Officer/President/Elected Manager September, 2012 less than 5%
      Ryan Bruce Beach Secretary/Elected Manager September, 2012 less than 5%
      Michael Wilford Forker Chief Compliance Officer/Elected Manager May, 2014 less than 5%
      Dean William Cook Chief Executive Officer/Elected Manager January, 2019 less than 5%
      Gregory James Rawlins Chief Operating Officer/Elected Manager January, 2019 less than 5%
      Cory James Kendall Elected Manager January, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Performance-Based Fees