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Overview

Articles

Insights

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

Assets

Assets

Last updated on Oct. 5, 2019
    • $19.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 8K
      Accounts
    • $2.6M
      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

23

name start date
Frank Hartranft Reichel
September 2000
Tracy L Musser
March 2005
Jerry Walton Jenkins
July 1993
Thomas Broderick Mullins
August 2016
Stedman Davis Oakey
April 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Brightsphere Fund Management Company -- --
    Brightsphere International Ltd. -- --
    Wps Capital Management, LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Lori Nardulli Anderson Manager/Risk Manager/Director Of Operations January, 2003 less than 5%
      Brett Phelan Hawkins Chief Investment Officer January, 2015 less than 5%
      Frank Hartranft Reichel Manager/Chief Executive Officer January, 2007 less than 5%
      John Lawrence Reifsnider Manager/President January, 2015 less than 5%
      Wayne Winborne Boyles Chief Compliance Officer March, 2018 less than 5%
      Surender S Rana Manager February, 2019 less than 5%
      Joseph Michael Vancaster Chief Financial Officer September, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Performance-Based Fees