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Overview

Articles

Insights

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

Assets

Assets

Last updated on Jan. 2, 2017
    • $2.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 10K
      Accounts
    • $191.9K
      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
Joel Matthew Price
April 2015
John Augustus Larson
April 2016
Timothy Joseph Feehan
February 2016
Charles Russell Borquist
March 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Argentus Advisors, LLC (Dba: Sound Wealth Partners) IAR $220,000,000
    Genesis Capital LLC IAR $6,233,746
    Genesis General Partners, LLC -- --
    Kitsman Investment Management -- --
    Leveraged Solutions, LLC -- --
    Private Advisory Group LLC IAR $279,231,529
    RP Capital LLC Broker-Dealer --
    Wealth Innovations, LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Timothy Joseph Feehan Chief Executive Officer March, 2015 10% to 25%
      Michael Edward Lester President April, 2015 10% to 25%
      Mark Burt Richison Cfo March, 2016 less than 5%
      Nicholas Joseph Rossi Chief Compliance Officer May, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets