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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on June 12, 2019
    • $341.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 440
      Accounts
    • $776.5K
      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

5

name start date
Linda Gibson Hickel
October 2019
William Hollis Hatter
October 2019
Angus Mcphee Burton
March 2006
James G. Kennedy
September 2015
Clifford Marshall Athey
February 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Marathon Micro Partners, LLC IAR $0

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      James G. Kennedy President September, 1998 50% to 75%
      Angus Mcphee Burton Chief Compliance Officer January, 2014 25% to 50%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets