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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
Guggenheim S&P 500 Pure Growth ETF $22,822,000

    Assets

    Assets

    Last updated on June 12, 2019
      • $797.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $405.0K
        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

    3

    name start date
    David William Henion
    February 2003
    Christopher Baehne Marvin
    April 2017
    Richard Brent Nathan
    November 2017

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Achieve Wealth Partners LLC IAR $0

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        David William Henion Member August, 1996 25% to 50%
        Richard Brent Nathan Member July, 1997 10% to 25%
        Edmond David Sheidlower Member October, 2009 10% to 25%
        Adil Masood Member, Chief Compliance Officer December, 2001 10% to 25%
        Dennis Elmer Lohouse Member October, 2009 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees