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Salem Investment Counselors Inc

Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
iShares Core S&P 500 ETF $11,580,000
iShares Russell Mid-Cap ETF $9,679,000
Schwab US Mid-Cap ETF $9,365,000
Vanguard 500 Index Fund $9,196,000
PowerShares S&P SmallCap Industrials Portfolio $5,020,000
iShares MSCI Emerging Markets ETF $4,940,000
iShares Russell 2000 ETF $4,888,000
Schwab International Equity ETF $4,506,000
SPDR S&P 500 ETF Trust $4,381,000
Schwab US Large-Cap ETF $3,815,000
Vanguard Mid-Cap Index Fund $2,986,000
iShares MSCI EAFE ETF $2,885,000
Vanguard Small-Cap Index Fund $2,769,000
SPDR S&P Regional Banking ETF $2,672,000
Vanguard Mega Cap Growth Index Fund $2,577,000
SPDR S&P China ETF $2,168,000
Schwab US Small-Cap ETF $2,111,000
Vanguard Emerging Markets Stock Index Fund $2,000,000
SPDR S&P Biotech ETF $1,794,000
Vanguard Pacific Stock Index Fund $1,681,000
iShares MSCI Japan ETF $1,169,000
iShares China Large-Cap ETF $1,081,000
iShares Select Dividend ETF $1,059,000
Vanguard Dividend Appreciation Index Fund $1,037,000
Schwab US Broad Market ETF $956,000
Vanguard High Dividend Yield Index Fund $741,000
SPDR S&P MidCap 400 ETF $649,000
Vanguard Growth Index Fund $606,000
Vanguard Intermediate-Term Bond Index Fund $589,000
iShares iBoxx $ High Yield Corporate Bond ETF $574,000
iShares MSCI Hong Kong ETF $502,000
Health Care Select Sector SPDR Fund $493,000
JPMorgan Alerian MLP Index Exchange Traded Notes $426,000
Vanguard REIT Index Fund $387,000
iPath Exchange Traded Notes MSCI India Index Notes Series A $378,000
Schwab Emerging Markets Equity ETF $355,000
Vanguard Total Stock Market Index Fund $354,000
iShares MSCI Frontier 100 ETF $341,000
SPDR Dow Jones International Real Estate ETF $311,000
Schwab US Dividend Equity ETF $289,000
iShares Global Energy ETF $283,000
SPDR Dow Jones Industrial Average ETF Trust $226,000
iShares Global Tech ETF $215,000
Alerian MLP ETF $181,000

    Assets

    Assets

    Last updated on June 12, 2019
      • $1.4B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $821.4K
        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

    7

    name start date
    Jeffrey Claude Howard
    September 1997
    David Brian Rea
    December 1988
    Dale Martin Brown
    November 1991
    Kenneth Scott Jones
    December 2000
    Jesse Franklin Goins
    August 2007

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kenneth Scott Jones Vice President July, 2010 10% to 25%
      Mark Irvin Thompson Vice President December, 2216 10% to 25%
      David Brian Rea President January, 2018 10% to 25%
      Dale Martin Brown Vice President January, 2018 10% to 25%
      Jeffrey Claude Howard Secretary/Treasurer January, 2018 10% to 25%
      George Garfield Keener Chief Compliance Officer June, 2007 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees