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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
SPDR S&P 500 High Dividend ETF $307,000

    Assets

    Assets

    Last updated on June 12, 2019
      • $168.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 533
        Accounts
      • $315.1K
        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

    3

    name start date
    Robert Edwin Toomey
    June 2011
    Stanley Roi Schill
    November 1987
    Leonard Alan Skiena
    March 2006

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Stanley Roi Schill Chairman July, 1987 50% to 75%
      Leonard Alan Skiena Chief Executive Officer / Chief Compliance Officer March, 2006 25% to 50%
      Stacy Nicole Schill Vice President, Client Relations & Marketing October, 2012 10% to 25%
      Eva Vivian Baker Treasurer May, 1999 5% to 10%
      Robert Edwin Toomey Vice President / Director Of Research / Secretary July, 2011 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees