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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
PowerShares Cleantech Portfolio $429,000

    Assets

    Assets

    Last updated on June 28, 2019
      • $787.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 973
        Accounts
      • $809.0K
        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

    2

    name start date
    David Putnam Osborn
    May 2018
    William Thomas Sena
    March 2019

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      David Putnam Osborn President March, 2012 75% or more
      Peter Durrell Osborn Partner January, 2016 10% to 25%
      Edward Joseph Donohoe Partner July, 2017 10% to 25%
      Louis Bertrand Detemple Chief Compliance Officer/ Secretary March, 2012 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees