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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
iShares Global Clean Energy ETF $138,000

    Assets

    Assets

    Last updated on May 7, 2017
      • $464.9M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 831
        Accounts
      • $559.5K
        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

    5

    name start date
    Scott Daniel Jones
    April 2009
    Scott Edward Cawood
    April 2009
    James Earle Martin
    April 2009
    William Edwin Hollan
    May 2011
    Erika Leigh Mielke
    January 2018

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Scott Edward Cawood Chief Executive Officer And Chief Investment Officer September, 2003 50% to 75%
      Scott Daniel Jones Chief Financial Officer, Treasurer, Secretary June, 2006 10% to 25%
      William Edwin Hollan Security Holder March, 2011 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees