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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
ProShares Ultra 20+ Year Treasury $354,000

    Assets

    Assets

    Last updated on May 2, 2017
      • $588.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 183
        Accounts
      • $3.2M
        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

    4

    name start date
    Kenneth Glen Kilpo
    August 2003
    Robert Wayne Nichols
    May 2004
    Donald Robert Bessler
    August 2004
    Stephan Robert Pene
    October 2004

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      S.L. Reed & Company Broker-Dealer $120,000,000

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Robert Wayne Nichols Chairman January, 1996 less than 5%
        Stephan Robert Pene Chief Compliance Officer, Cfo October, 2004 less than 5%
        Donald Robert Bessler Cio November, 2004 less than 5%
        Kenneth Glen Kilpo Director August, 2005 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets