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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 Min Vol Europe ETF $2,454,000

    Assets

    Assets

    Last updated on May 9, 2019
      • $884.9M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 92
        Accounts
      • $9.6M
        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

    4

    name start date
    Theodore H Ashford
    January 1990
    Joseph Francis Petko
    May 2018
    Clifford John Short
    August 2018
    Jeffrey W Rollins
    September 2018

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Ashford Theodore H. Iii Chief Executive Officer, Director, Co-Chief Investment Officer (Class A&B Shares) January, 2018 75% or more
      Theodore H Ashford Chairman, Director (Class A Shares) October, 2011 5% to 10%
      Louise Victoria Horan Vice President, Operations (Class B Shares) April, 2001 less than 5%
      Anthony Mark Petrucci Chief Financial Officer & Chief Compliance Officer, Director (Class B Shares) October, 2007 less than 5%
      Joseph Francis Petko Vice President & Co-Chief Investment Officer January, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Performance-Based Fees