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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
iShares Edge MSCI Multifactor USA ETF $1,261,000

    Assets

    Assets

    Last updated on June 12, 2019
      • $408.9M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $241.7K
        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

    12

    name start date
    David Slegh
    March 2018
    Kevin Eric Lawson
    June 2015
    Patrick Jerome Rosvold
    February 2019
    Kyle Paul Olson
    April 2015
    Christian B Ray
    May 2019

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Ronald Evans -- --

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        John William Wing Chief Executive Officer, Member (Classes A And B), Governor February, 2000 25% to 50%
        Ted Robert Storlie Member (Class A), Governor December, 2002 10% to 25%
        Peter Graham Van Der Leeuw Chief Operating Officer, Chief Compliance Officer, General Counsel, Member (Class A), Governor October, 2009 10% to 25%
        Larry Francis Gehl Member (Classes A And C), Governor November, 2000 5% to 10%
        James Russell Ferrin Chief Investment Officer, Member (Class A), Governor January, 2015 less than 5%
        Kyle Paul Olson Member (Class A), Governor January, 2015 less than 5%
        Todd Michael Friesen Member (Classes A And C), Governor September, 2001 less than 5%
        Kurt Alan Brandt Chief Financial Officer, Member (Class A), Governor March, 2013 less than 5%
        Daniel Darrin Westin Senior Managing Director, Member (Class A), Governor January, 2015 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees