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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
    • $561.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $389.1K
      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

13

name start date
Daniel Jackson Reed
May 2019
Michelle Louise Packer
July 2014
Andrew Winslow Weld
January 2009
Warren Elliot Binstock
April 2015
Stefan Meierhofer
January 2009

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Stefan Meierhofer Director/Chief Compliance Officer/Chief Investment Officer/President/Ceo January, 2009 50% to 75%
    Jonathan Paul Fairchild Director, Trustee Of The Fairchild Family Trust U/A/D 4/6/14 March, 2014 10% to 25%
    Andrew Winslow Weld Director January, 2019 10% to 25%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets