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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 June 1, 2019
    • $748.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 349
      Accounts
    • $2.1M
      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

1

name start date
Jill Marjorie Johnson
October 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cb Insurance -- --
    Corundum Partners, Inc. -- --
    Corundum Trust Company, Inc. -- --
    Farmers & Stockmens Bank and its Branch Central Bank & Trust -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jill Marjorie Johnson Vice President April, 2015 less than 5%
      Ronald Steven Johnson Chairman May, 2017 less than 5%
      Justin Andre Leveille Vice President Of Operations May, 2017 less than 5%
      John Robert Foss President And Chief Compliance Officer July, 2017 less than 5%
      Seven Schneider Director April, 2015 less than 5%
      Timothy E Coutts Director October, 2010 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees