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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
SPDR S&P 500 ETF Trust $1,638,000

    Assets

    Assets

    Last updated on May 9, 2019
      • $123.5M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 191
        Accounts
      • $646.8K
        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

    1

    name start date
    Robert Stephen Anderson
    January 2007

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Ankap LLC -- --
      Private Capital Strategies, LLC IAR $4,423,456

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Robert Stephen Anderson Managing Member April, 2003 50% to 75%
        Barbara Ann Dicostanzo Managing Member, Chief Compliance Officer April, 2003 25% to 50%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Performance-Based Fees