Back to top

Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
Vident Core US Bond Strategy ETF $511,656,000

    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

    151

    name start date
    George Eldon Andrews
    August 2011
    Lanier Saxon Dasher
    February 2003
    Philip Loyd Fox
    December 1998
    Jason Daniel Gehl
    June 2008
    Sherry Kay Teat
    May 2002

      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