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Juncture Wealth Strategies, LLC

Overview

Articles

Insights

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

Assets

Assets

Last updated on March 15, 2017
    • $172.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 323
      Accounts
    • $535.0K
      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

0

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

Leadership

Ownership

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

Executives and Control Persons

Name Title Tenure Date % Ownership
Matthew Charles Boyd Managing Member November, 2010 50% to 75%
Barry Scott Rhonemus Managing Member November, 2010 50% to 75%
Jack Andrew Barker Chief Compliance Officer/Chief Fiduciary Officer August, 2013 less than 5%
    Source: SEC

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets