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Adhesion Wealth Advisor Solutions

Overview

Articles

Insights

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

Assets

Assets

Last updated on May 9, 2019
    • $3.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 16K
      Accounts
    • $200.0K
      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

7

name start date
Timothy Stephen Jones
June 2011
Lauren Camille Edwards
December 2014
Hugo Vincent Bartell
May 2018
Patrick Kevin Holt
January 2019
Lisa Michelle Faler
May 2008

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Vestmark Advisory Solutions, Inc. IAR $680,685,559

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Barrett Walter Ayers President November, 2018 less than 5%
      Mark Joseph Deangelis Chief Compliance Officer December, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets