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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 March 17, 2017
    • $1.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 406
      Accounts
    • $3.5M
      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

4

name start date
Peter Anthony Johnson
February 2008
James Stephen Lauck
February 2008
Adrian Richard Fadrhonc
August 2013
Lyman Domning Howard
March 2014

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Peter Anthony Johnson Managing Member September, 2014 less than 5%
    James Stephen Lauck President, Chief Executive Officer, Chief Investment Officer, Managing Member January, 1984 less than 5%
    George Burton Brewster Chief Operating Officer And Chief Compliance Officer January, 2017 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees