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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 May 31, 2019
    • $1.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 7K
      Accounts
    • $226.9K
      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

37

name start date
John Huston Carson
July 2015
Garth Jonathan Terlizzi
April 2019
Richard Jacob Holle
March 2014
Wayne David Wagner
February 2018
Ryan M Feltz
December 2011

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Todd Arthur Feltz President August, 2011 less than 5%
    Christopher Michael Mcmillan Chief Compliance Officer January, 2017 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees