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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
Vanguard Russell 3000 Index Fund $30,000

    Assets

    Assets

    Last updated on July 7, 2017
      • $763.5M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 3K
        Accounts
      • $255.4K
        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

    19

    name start date
    Patrick Daniel Moyneur
    November 2010
    Nitya Malik
    January 2014
    Stacy Mae Friedges
    December 2013
    Christopher J. Mastley
    January 2014
    Michael Neil Bilotta
    December 2013

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Richard Stephen Brown C.E.O. August, 1998 75% or more
      Kimberlee Marie Brown Chief Compliance Officer April, 2011 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees