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Overview

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Insights

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

Holdings

ETF Holdings

Name Assets
Vanguard Total Stock Market Index Fund $250,833,000
Vanguard Tax-Managed International Fund $145,773,000
Vanguard Mid-Cap Growth Index Fund $83,509,000
Vanguard REIT Index Fund $67,947,000
Vanguard Growth Index Fund $51,594,000
Vanguard Short-Term Bond Index Fund $35,326,000
iShares MSCI Emerging Markets ETF $6,358,000
iShares Core S&P 500 ETF $2,778,000
iShares Russell 3000 ETF $2,230,000
iShares Core MSCI EAFE ETF $1,945,000
iShares MSCI EAFE ETF $1,744,000
Vanguard Global ex-US Real Estate Index Fund $1,652,000
iShares Russell 2000 Value ETF $1,237,000
iShares Russell Mid-Cap Growth ETF $1,107,000
iShares Core S&P Small-Cap ETF $1,073,000
iShares Core S&P Mid-Cap ETF $737,000
iShares MSCI EAFE Growth ETF $695,000
iShares Russell 1000 Value ETF $610,000
SPDR S&P 500 ETF Trust $561,000
iShares Russell 1000 Growth ETF $548,000
iShares TIPS Bond ETF $510,000
iShares Russell Mid-Cap Value ETF $474,000
Vanguard FTSE All-World ex US Index Fund $462,000
iShares Core S&P Total US Stock Market ETF $452,000
iShares Russell Mid-Cap ETF $442,000
iShares National Muni Bond ETF $399,000
iShares Core US Aggregate Bond ETF $398,000
Vanguard Emerging Markets Stock Index Fund $394,000
iShares Russell 2000 ETF $377,000
iShares MBS ETF $373,000
iShares S&P 500 Growth ETF $368,000
ProShares UltraPro QQQ $351,000
iShares 10+ Year Credit Bond ETF $301,000
Vanguard Intermediate-Term Bond Index Fund $290,000
SPDR S&P MidCap 400 ETF $277,000
iShares Gold Trust $276,000
iShares S&P Mid-Cap 400 Growth ETF $252,000
Vanguard Total International Stock Index Fund $227,000
PowerShares DB Oil Fund $226,000
Vanguard Short-Term Corporate Bond Index Fund $216,000
PowerShares FTSE RAFI US 1000 Portfolio $212,000
iShares JPMorgan USD Emerging Markets Bond ETF $206,000

    Assets

    Assets

    Last updated on June 28, 2019
      • $2.7B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 5K
        Accounts
      • $527.2K
        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

    24

    name start date
    Devon Klumb
    August 2017
    Elizabeth Baker Niehaus
    April 2016
    Alexandra Huffman Ollinger
    November 2016
    Christine Lynn Carleton
    May 2016
    Andrew Jordan Damcevski
    August 2017

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Michael Jay Chasnoff Chief Executive Officer August, 1990 25% to 50%
      Steven Thomas Condon President January, 2007 10% to 25%
      John Stewart Evans Shareholder January, 2007 5% to 10%
      Scott Michael Keller Investment Specialist And Principal January, 2018 5% to 10%
      James Russell Hadaway Chief Compliance Officer January, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees