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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 15, 2019
    • $2.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $553.5K
      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

25

name start date
Michael Zachary Mangels
October 2012
Norman Mckieghan Boone
October 2018
John Mckenzie Dunstan
January 2018
Justin Karl Hult
October 2014
Elizabeth Lawrence Revenko
October 2018

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    William Harry Bockwoldt Direct Owner December, 2015 10% to 25%
    Timothy Jorstad Direct Owner December, 2013 10% to 25%
    Susan Diane Duvall-Dickson Chief Operating Officer January, 2011 less than 5%
    Frank Joseph Jones Direct Owner / Co- Investment Committee Chair January, 2011 less than 5%
    Frederick Edward Dopfel Direct Owner / Co- Investment Committee Chair March, 2014 less than 5%
    Justin Karl Hult Chief Compliance Officer May, 2009 less than 5%
    Gregory Hugh Friedman Chief Executive Officer May, 2009 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees