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Overview

Articles

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $300.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 777
      Accounts
    • $386.2K
      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

5

name start date
Vernon Coffey Sumnicht
November 2003
Scott Richard Jones
July 2007
Charles H. Self III
March 2014
Paul R Callahan
March 2007
John Francis Rankin
December 2003

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Isectors, LLC IAR $15,344,718
    Sumnicht Alternative Management, LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Vernon Coffey Sumnicht Ceo November, 1988 less than 5%
      David Edwin Hackney Managing Director, Chief Compliance Officer December, 2004 less than 5%
      Charles Henry Self Chief Investment Officer March, 2014 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Performance-Based Fees
        • Other