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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
    • $144.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 488
      Accounts
    • $295.8K
      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
William Lindsay Valentine
October 1996
Andrew David Gray
January 2016
Michael Patrick Bird
June 2017

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Andrew David Gray Member July, 2017 10% to 25%
    William Lindsay Valentine Manager, Member, Chief Compliance Officer October, 1996 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets