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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 Aug. 22, 2019
    • $509.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $138.5K
      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

8

name start date
Ralph Alton Wood
August 2017
Julie Mae Devisser
August 2017
Mark Andrew Vandermeer
December 2018
Nathan Louis Baumann
July 2012
Steven P Riemersma
December 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    J. Lorence & Associates -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      James Phillip Lorence President April, 1989 50% to 75%
      Ryan J Vanderzwart Chief Compliance Officer/Sr Vice President January, 2000 25% to 50%
      Nathan Louis Baumann Vice President January, 2011 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees