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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 Aug. 20, 2016
    • $3.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $2.0M
      Estimated Average Account Balance

Services

Firm Services

  • Pension Consulting

Firm Client types

Advisors

Current Advisors

# of advisors

11

name start date
B. Blaine Lourd
June 2006
Eric David Matthews
March 2015
Michael Jihyuk Lee
June 2012
Luke Kulma
July 2015
Palmer Neville Murray
October 2012

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    B. Blaine Lourd Managing Member June, 2006 50% to 75%
    Palmer Neville Murray Managing Member October, 2012 50% to 75%
    Michael Jihyuk Lee Chief Operating Officer, Chief Compliance Officer March, 2009 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees