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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 13, 2019
    • $377.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 740
      Accounts
    • $510.4K
      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

4

name start date
Christina Noelle Kramlich
November 2018
Audrey Ellen Grubman
October 1996
Dillon McGill
March 2016
Charles Otto Benziger
September 2018

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Audrey Ellen Grubman Managing Principal March, 1996 less than 5%
    Jill Louise Martin Chief Operations Officer And Chief Compliance Officer March, 2018 less than 5%
    Charles Otto Benziger Managing Principal August, 2018 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets