Back to top

Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on May 19, 2019
    • $1.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $420.5K
      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

17

name start date
Yiwen Chen
March 2016
David Curran Wolf
February 2007
Elias Peter Bachmann
November 2009
Aaron Michael Deitz
June 2018
Matthew Vernon Samek
April 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    R3 Returns, LLC IAR $132,634,325

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Benjamin Rein Weaver Officer January, 2000 25% to 50%
      David Curran Wolf Officer January, 2007 25% to 50%
      Drew Stanford Simon Officer January, 1994 10% to 25%
      Debi Cecil Baydush Officer January, 1994 10% to 25%
      Timothy Raymond Wojtalik Officer January, 2016 5% to 10%
      Raliegh Darin Riddoch Officer January, 2014 5% to 10%
      Matthew Vernon Samek Officer January, 2016 less than 5%
      Nicole Larraine Murphey Chief Compliance Officer January, 2019 less than 5%
      Julie D Martinez Officer January, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

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