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Overview

Holdings

ETF Holdings

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

Assets

Assets

Last updated on May 9, 2019
    • $291.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $231.6K
      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

14

name start date
Jeff Junior
July 2012
Laurie Ann Turley
August 2011
Rand Alan Harper
January 2019
Sterling Eugene Russell
January 2019
James Stephen Harper
January 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Trajan Tax, LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jeffrey Brent Junior Managing Member December, 2010 75% or more
      Shane Ryan Mcgreevy Chief Compliance Officer April, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets