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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 16, 2019
    • $552.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 790
      Accounts
    • $699.1K
      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

5

name start date
Jason Alan Gower
October 2014
Anastasia Maston
November 2015
Kolleen Lynn Freudiger
June 2017
John Michael Hemp
May 2007
Susan Gail Schildt
May 2007

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Susan Gail Schildt Managing Member April, 2007 50% to 75%
    John Michael Hemp Managing Member April, 2007 25% to 50%
    Anastasia Maston Chief Compliance Officer August, 2015 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees