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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
iShares Russell 2000 ETF $5,045,000
SPDR S&P 500 ETF Trust $5,015,000
SPDR S&P MidCap 400 ETF $2,718,000

    Assets

    Assets

    Last updated on June 16, 2019
      • $228.4M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2
        Accounts
      • $114.2M
        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

    1

    name start date
    Anders Peter Klein
    November 1997

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Fox Run Gp Services, LLC -- --

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Anders Peter Klein Managing Member, Ceo And Cco November, 1997 75% or more
        Sandeep Kumar Chief Investment Officer January, 2018 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Performance-Based Fees