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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on Nov. 16, 2019
    • $433.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $103.9K
      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

73

name start date
Kurt Douglas Preble
July 2011
Christopher Michael Chatto
November 2018
Cameron Christian Clay
May 2019
Victor Deon Bell
October 2019
William Russell Hopwood
July 2011

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    John C. Rudd, CPA -- --
    John W. Golding, CPA -- --
    Stroemer Realty, Inc. -- --
    Trustcounsel -- --
    Verity Financial Group -- --
    Verity Investments, Inc. Broker-Dealer $286,896,304

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Sean Jennings Mcgill Vice President September, 1996 less than 5%
      Amy Louise Simonson Vice President/Finance And Operations July, 1996 less than 5%
      Jeff Alan Munsey Vice President July, 1996 less than 5%
      Gordon Thomas Wegwart President/Chief Compliance Officer/Chief Investment Officer September, 1996 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees