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Overview

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on May 9, 2019
    • $1.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $515.5K
      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

20

name start date
Brian Kuhn CFP®
August 2012
Neal Wendell Seagle
November 2010
Melinda Lynne Boyd
July 2015
Lauren Gail Gretchen
May 2011
Jonathan Victor Giordani
November 2010

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Psg Investment Advisors, LLC IAR $18,795,153

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Lauren Gail Gretchen Chief Compliance Officer February, 2012 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees