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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
    • $1.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 460
      Accounts
    • $4.0M
      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

1

name start date
Andrew Mathieson
July 1998

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Andrew Mathieson President Of Manager January, 1998 75% or more
    Scott Clark Managing Partner January, 2004 5% to 10%
    Marcia Nakamura Chief Compliance Officer December, 2005 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees
      • Performance-Based Fees