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Insights

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

Holdings

ETF Holdings

Name Assets
iShares Gold Trust $120,618,000
iShares MSCI ACWI ex US ETF $102,603,000
iShares Core MSCI Emerging Markets ETF $97,229,000
iShares 1-3 Year Treasury Bond ETF $33,859,000
iShares MSCI ACWI ETF $20,238,000
iShares 1-3 Year Credit Bond ETF $19,219,000
iPath Exchange Traded Notes Bloomberg Commodity Index Total Return Medium-Term Notes Series A $18,550,000
Vanguard 500 Index Fund $15,368,000
iShares Floating Rate Bond ETF $12,750,000
iShares Edge MSCI Min Vol Emerging Markets ETF $10,184,000
iShares MSCI Emerging Markets ETF $9,440,000
iShares Core US Aggregate Bond ETF $9,222,000
Vanguard European Stock Index Fund $7,051,000
iShares S&P 500 Value ETF $6,850,000
ETFS Physical PM Basket Shares $5,606,000
iShares 0-5 Year TIPS Bond ETF $4,993,000
iShares MSCI EAFE ETF $3,358,000
iShares Short Treasury Bond ETF $3,312,000
iShares International Select Dividend ETF $2,784,000
iShares MSCI EAFE Small-Cap ETF $2,263,000
iShares Core S&P 500 ETF $2,169,000
SPDR S&P 500 ETF Trust $2,125,000
iShares Russell 1000 Value ETF $1,742,000
Vanguard Total Stock Market Index Fund $1,688,000
iShares Russell 1000 Growth ETF $1,026,000
iShares US Real Estate ETF $918,000
iShares MSCI Frontier 100 ETF $753,000
iShares Intermediate Credit Bond ETF $733,000
Deutsche X-trackers MSCI EAFE Hedged Equity ETF $718,000
iShares Russell 2000 ETF $702,000
Vanguard Total Bond Market Index Fund $639,000
iShares US Treasury Bond ETF $629,000
iShares Silver Trust $563,000
iShares North American Tech ETF $553,000
iShares Core MSCI Europe ETF $542,000
iShares Core S&P Small-Cap ETF $491,000
PowerShares FTSE RAFI US 1000 Portfolio $455,000
SPDR Gold Shares $386,000
SPDR Bloomberg Barclays International Treasury Bond ETF $365,000
iShares National Muni Bond ETF $364,000
iShares TIPS Bond ETF $277,000
Vanguard Emerging Markets Stock Index Fund $241,000
Vanguard Large-Cap Index Fund $212,000
iShares MSCI Taiwan Capped ETF $138,000
iShares MSCI Malaysia ETF $97,000

    Assets

    Assets

    Last updated on June 30, 2017
      • $5.7B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 16K
        Accounts
      • $352.9K
        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

    69

    name start date
    Cheryl Yvonne Maddox
    December 2014
    Nancy Street Anglyn
    February 2003
    Donald None Vandenbrink
    August 2011
    Robert Erik Baker
    July 1995
    Eric Thomas Vandenberg
    May 2014

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Russell Dale Crosson President-Elected Manager June, 2002 5% to 10%
      Ronald Wayne Blue Owner Of Class B Llc Membership Units November, 1979 less than 5%
      Peter Zack Fulmer Sr. Private Wealth Advisor, Management Committee Member December, 2015 less than 5%
      Derek Vincent Irish Sr. Private Wealth Advisor, Management Committee Member January, 2015 less than 5%
      Aaron Cleve Klopfenstein Managing Director, Management Committee Member February, 2014 less than 5%
      Heather Lea Thornburgh Chief Compliance Officer, Management Committee Member February, 2014 less than 5%
      Patricia C Warren Vp Team Resources, Management Committee Member January, 2009 less than 5%
      Brian Lowell Shepler Cfo, Evp Client Services, Management Committee Member June, 2002 less than 5%
      Deborah Kay Kimery Sec. Of Llc, Evp Operations, Chairperson-Management Committee June, 2002 less than 5%
      Don M Christensen Evp Professional Athlete Division, Management Committee Member January, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Other