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Overview

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Insights

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

Holdings

ETF Holdings

Name Assets
WisdomTree Europe Hedged Equity Fund $21,567,000
Alerian MLP ETF $17,516,000
WisdomTree Japan Hedged Equity Fund $12,192,000
Guggenheim Enhanced Short Duration ETF $4,620,000
Energy Select Sector SPDR Fund $3,417,000
Deutsche X-trackers MSCI Japan Hedged Equity ETF $3,395,000
SPDR S&P 500 ETF Trust $3,096,000
Materials Select Sector SPDR Fund $3,072,000
Industrial Select Sector SPDR Fund $3,051,000
iShares S&P 500 Growth ETF $2,840,000
Utilities Select Sector SPDR Fund $2,792,000
Health Care Select Sector SPDR Fund $2,736,000
Deutsche X-trackers MSCI Europe Hedged Equity ETF $2,640,000
UBS Exchange Traded Access Securities (E-TRACS) Alerian MLP Infrastructure Index $2,636,000
iShares US Telecommunications ETF $2,527,000
Consumer Discretionary Select Sector SPDR Fund $2,330,000
iShares Russell Mid-Cap ETF $2,311,000
JPMorgan Alerian MLP Index Exchange Traded Notes $2,142,000
Consumer Staples Select Sector SPDR Fund $1,929,000
Technology Select Sector SPDR Fund $1,311,000
iShares MSCI EAFE ETF $1,242,000
iShares Russell 2000 ETF $1,207,000
SPDR S&P Dividend ETF $1,082,000
Vanguard Tax-Managed International Fund $864,000
Vanguard Dividend Appreciation Index Fund $804,000
Financial Select Sector SPDR Fund $730,000
Schwab US Broad Market ETF $647,000
Vanguard 500 Index Fund $636,000
VanEck Vectors Agribusiness ETF $478,000
Vanguard REIT Index Fund $421,000
iShares Currency Hedged MSCI EAFE ETF $342,000
iShares Russell Mid-Cap Value ETF $303,000
iShares Nasdaq Biotechnology ETF $275,000
iShares Russell Mid-Cap Growth ETF $255,000
Schwab US TIPS ETF $244,000
iShares Core S&P 500 ETF $219,000
Vanguard High Dividend Yield Index Fund $200,000
VelocityShares 3x Long Natural Gas ETN $37,000

    Assets

    Assets

    Last updated on June 12, 2019
      • $579.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 745
        Accounts
      • $778.3K
        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

    6

    name start date
    Matthew Justin Saenger
    August 2018
    Steven Wayne Sansom
    September 2018
    Alison Gourley Henneberger
    August 2018
    Lela Smith Yates
    July 2015
    Jonathan Thomas Martin
    August 2018

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Steven Wayne Sansom Chief Executive Officer, Senior Managing Director September, 2001 75% or more
      Lloyd Mundorf Grissinger Vice Chairman January, 2019 less than 5%
      Dana Cole Maury Chief Compliance Officer January, 2019 less than 5%
      James Chapman Collet Chairman January, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Performance-Based Fees