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Overview

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    *Articles are published by advisors without compensation.

    Holdings

    ETF Holdings

    There is no ETF holding data from this firm to display at this time.

    Assets

    Assets

    Last updated on May 19, 2017
      • $62.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 285
        Accounts
      • $220.2K
        Estimated Average Account Balance

    Services

    Firm Services

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

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    4

    name start date
    Helen Barbre Stephens CFP®, EA
    February 2012
    Kathryn Ann Allen
    January 2013
    Nathan Wayne Davis
    January 2017
    Candace Scholz
    April 2017

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Helen Barbre Stephens President, Chief Compliance Officer May, 2011 75% or more
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees