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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
PureFunds ISE Cyber Security ETF $1,016,000

    Assets

    Assets

    Last updated on Jan. 11, 2020
      • $287.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 146
        Accounts
      • $2.0M
        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

    2

    name start date
    Frank Mcreynolds Wozencraft
    June 2001
    Joslyn Berndt Dobson
    May 2004

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Julia Justice Cauthorn President, Secretary, Director And Chief Compliance Officer July, 2005 25% to 50%
      Frank Mcreynolds Wozencraft Treasurer & Director June, 2015 25% to 50%
      Frederick Saunders Robertson Shareholder December, 2015 10% to 25%
      Douglas Robert Wynkoop Chief Investment Officer, Chief Executive Officer & Director November, 2015 10% to 25%
      Burton James Willingham Investment Committee Member January, 2008 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Other