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Overview

Articles

Insights

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

Holdings

ETF Holdings

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

Assets

Assets

Last updated on Aug. 20, 2016
    • $122.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $75.7K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

40

name start date
John James Duddy
June 2011
Eric Thomas Scoggins
October 2013
David Randall Lockey
September 2014
Thomas Walter Savino
October 2012
James Wallace King
May 2014

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Afferent Investments, LLC IAR $0
    Ministry Benefit Investments, LLC IAR $0
    Next Advisory Group, LLC -- --
    Partners Advantage Insurance Services LLC -- --
    Precision Capital Management IAR $250,633,975
    Varsity Asset Management, LLC IAR --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Ryan Joseph Borer Managing Member/Chief Operating Officer February, 2011 10% to 25%
      Christopher Andrew Horvath Member August, 2012 5% to 10%
      John Scott Johnson Chief Compliance Officer June, 2015 less than 5%
      Anthony Francis Apollaro Chief Investment Officer January, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees