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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
    • $3.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $2.9M
      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

3

name start date
Frederick James Minges
January 2016
Maya Lis Tussing
May 2016
Katharine Clark Earhart
May 2016

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    James George Gould President, Treasurer, Chief Executive Officer, Chief Financial Officer, Manager, Member February, 2000 50% to 75%
    Todd David Green Chief Investment Officer, Manager, Member July, 2007 10% to 25%
    Frederick James Minges Executive Vice President, Member, Manager November, 2009 5% to 10%
    Jeffrey Dana Bradley Chief Compliance Officer, Member, Manager March, 2006 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees