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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
ETFS Physical Swiss Gold Shares $1,681,000

    Assets

    Assets

    Last updated on Feb. 11, 2017
      • $623.4M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 38
        Accounts
      • $16.4M
        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

    6

    name start date
    Matthew Doran Burton
    August 2005
    Andrew David Hall
    June 2012
    Matthew Thomas Krebsbach
    October 2015
    John Jeffrey Holt
    December 2015
    Benjamin John Nye
    July 2016

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Dean Wardlaw -- --
      Jonathan Mckay -- --
      Narwhal Capital Management IAR $623,435,123

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Matthew Doran Burton Managing Member, Founder And President May, 2005 75% or more
        Andrew David Hall Chief Compliance Officer January, 2017 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees
          • Performance-Based Fees