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Founders Financial Securities, LLC

Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
SPDR S&P 500 ETF Trust $23,469,000
iShares S&P 500 Growth ETF $15,822,000
iShares S&P 500 Value ETF $14,367,000
iShares MSCI ACWI ex US ETF $13,829,000
iShares 1-3 Year Treasury Bond ETF $13,176,000
Deutsche X-trackers MSCI EAFE Hedged Equity ETF $12,308,000
Vanguard Value Index Fund $8,882,000
iShares Russell 1000 Growth ETF $8,844,000
Vanguard Total World Stock Index Fund $7,443,000
First Trust Large Cap Core AlphaDEX Fund $6,996,000
Vanguard Mid-Cap Index Fund $6,176,000
ProShares UltraPro QQQ $4,162,000
iShares Core US Aggregate Bond ETF $3,315,000
iShares Core S&P 500 ETF $3,140,000
Vanguard Small-Cap Index Fund $3,046,000
Vanguard Emerging Markets Stock Index Fund $2,891,000
PowerShares Dynamic Large Cap Growth Portfolio $2,387,000
Vanguard Short-Term Bond Index Fund $2,100,000
First Trust Consumer Staples AlphaDEX Fund $1,956,000
Alerian MLP ETF $1,789,000
iShares Core S&P Mid-Cap ETF $1,435,000
SPDR MSCI ACWI ex-US ETF $1,247,000
iShares National Muni Bond ETF $1,036,000
Vanguard Total Bond Market Index Fund $833,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $728,000
Consumer Staples Select Sector SPDR Fund $725,000
iShares Russell Mid-Cap ETF $687,000
iShares Short Treasury Bond ETF $522,000
First Trust Dow Jones Internet Index Fund $469,000
iShares Russell 2000 ETF $468,000
PowerShares Senior Loan Portfolio $450,000
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund $438,000
First Trust NYSE Arca Biotechnology Index Fund $431,000
First Trust Consumer Discretionary AlphaDEX Fund $417,000
First Trust Health Care AlphaDEX Fund $405,000
iShares 10-20 Year Treasury Bond ETF $390,000
iShares Intermediate Credit Bond ETF $389,000
iShares 7-10 Year Treasury Bond ETF $377,000
Vanguard Information Technology Index Fund $283,000

    Assets

    Assets

    Last updated on Aug. 7, 2019
      • $1.0B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 10K
        Accounts
      • $103.5K
        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

    111

    name start date
    David Reid
    October 2015
    Esther Polirer
    November 2018
    Bradley Carl Jerome
    April 2008
    Thomas Albert Lampert
    May 2012
    Anne Mccormick Karlow
    April 2011

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Joseph Victor Krcma Chief Compliance Officer June, 2014 less than 5%
      Bradley Matthew Shepherd President/Rosfp June, 2014 less than 5%
      Jill Anne Reckamp Finop March, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

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