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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. 3, 2016
    • $7.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 27K
      Accounts
    • $258.5K
      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

74

name start date
Konstantin Grigoryevich Etus
August 2011
Ryan Bruce Beach
July 2013
Ryan David Byrne
March 2014
Jaclyn Adams Peal
April 2015
Jeovany Eduardo Zelaya
October 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Arbor Point Advisors IAR $975,451,425
    Constellation Trust Company -- --
    Gemini Alternative Funds, LLC -- --
    Gemini Fund Services, LLC -- --
    Northern Lights Distributors, 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
      Clara Elizabeth Maddox Elected Manager April, 2015 less than 5%
      Todd Richard Crockett Elected Manager April, 2015 less than 5%
      Michael Roy Burns Elected Manager April, 2015 less than 5%
      Eric Reese Clarke Elected Manager April, 2015 less than 5%
      Kylee Marie Beach General Counsel November, 2012 less than 5%
      Mark Daniel Applegarth Treasurer/Chief Financial Officer October, 2006 less than 5%
      Todd Patrick Clarke Ceo/Elected Manager February, 2005 less than 5%
      Michael Wilford Forker Chief Compliance Officer May, 2014 less than 5%
      Brian Spencer Nielsen Secretary September, 2001 less than 5%
      Ryan Bruce Beach President September, 2012 less than 5%
      John Russel Vanneman Chief Investment Officer September, 2012 less than 5%
      Scott Richard Kubie Vice President/Chief Strategist February, 2003 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Performance-Based Fees
        • Other