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    ETF Holdings

    Name Assets
    iShares iBonds Sep 2017 Term Muni Bond ETF $3,547,000
    SPDR S&P 600 Small Cap ETF $2,155,000
    iShares Morningstar Mid-Cap Value ETF $1,312,000
    Alps Equal Sector Weight ETF $1,218,000
    PowerShares Dynamic Large Cap Value Portfolio $1,071,000
    PowerShares DWA Consumer Staples Momentum Portfolio $765,000
    PIMCO 1-3 Year US Treasury Index Exchange Traded Fund $760,000
    SPDR S&P 400 Mid Cap Growth ETF $727,000
    iShares Morningstar Mid-Cap ETF $582,000
    Fidelity NASDAQ Composite Index Tracking Stock $578,000
    PowerShares DWA Technology Momentum Portfolio $564,000
    PowerShares Dynamic Media Portfolio $553,000
    PowerShares Dynamic Semiconductors Portfolio $526,000
    Guggenheim Mid-Cap Core ETF $515,000
    WisdomTree SmallCap Earnings Fund $496,000
    PowerShares DWA Financial Momentum Portfolio $467,000
    iShares Morningstar Small-Cap Value ETF $453,000
    PowerShares DWA Energy Momentum Portfolio $410,000
    SPDR S&P 400 Mid Cap Value ETF $402,000
    PowerShares KBW High Dividend Yield Financial Portfolio $379,000
    FlexShares International Quality Dividend Index Fund $360,000
    First Trust Cloud Computing ETF $338,000
    Schwab Short-Term US Treasury ETF $303,000
    SPDR S&P Emerging Europe ETF $288,000
    SPDR S&P 500 Value ETF $282,000
    Guggenheim S&P 500 Equal Weight Financials ETF $276,000
    WisdomTree Total Dividend Fund $256,000
    PowerShares Dynamic Building & Construction Portfolio $244,000
    iShares Morningstar Mid-Cap Growth ETF $223,000
    WisdomTree Global ex-US Quality Dividend Growth Fund $214,000
    PIMCO 15+ Year US TIPS Index Exchange-Traded Fund $211,000
    First Trust STOXX European Select Dividend Index Fund $159,000



      Last updated on April 23, 2017
        • $11.9B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 54K
        • $219.8K
          Estimated Average Account Balance


      Firm Services

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

      Firm Client types


      Current Advisors

      # of advisors


      name start date
      Elaine M. Shanley, CFP®, AIF®
      May 2012
      Nicholas Olesen, CFP®, CRPC®
      May 2012
      Lori R. Price, CFP®
      June 2011
      Luis Alfonso Granados
      December 2014
      David Breault
      October 2011



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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        John Patric Hyland Managing Member, Chief Executive Officer, And Managing Director December, 2010 50% to 75%
        Patrick James Sullivan Managing Member, Chief Compliance Officer And Managing Director December, 2010 50% to 75%
        Robert Karl Koster Compliance Director March, 2011 less than 5%
        James Daniel Sullivan Managing Director June, 2014 less than 5%
        James J Perhacs Managing Director June, 2014 less than 5%
          Source: SEC


          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Subscription Fees
          • Fixed Fees
          • Other