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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 May 31, 2019
    • $454.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $243.7K
      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

8

name start date
Amanda M.W. Saratowski
January 2014
John David Kolb
February 2015
Christina Jean Cline
March 2012
Marcia Jean Pauling
December 2011
Shelley Sue Whitnack
May 2012

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Barbara Benner Hudock Managing Member November, 2009 50% to 75%
    Michael Joseph Hudock Member/President November, 2009 25% to 50%
    Wayne Ley Dieffenderfer Chief Compliance Officer March, 2012 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees