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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
iShares Core Dividend Growth ETF $4,945,000

    Assets

    Assets

    Last updated on Sept. 25, 2019
      • $765.3M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 188
        Accounts
      • $4.1M
        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
    Jennifer Jean Steele
    May 2003
    Patricia Anne Huntington
    May 2003

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Lsv Asset Management IAR $105,843,641,433
      Sei Funds, Inc. -- --
      Sei Global Nominee -- --
      Sei Global Services, Inc. -- --
      Sei Institutional Transfer Agend, Inc. -- --
      Sei Investment Strategies LLC -- --
      Sei Investments (Asia) Limited -- --
      Sei Investments (Europe) Ltd. -- --
      Sei Investments (South Africa) Limited -- --
      Sei Investments Canada Company -- --
      Sei Investments Depository & Custodial Services (Ireland) Ltd. -- --
      Sei Investments Distribution Co. Broker-Dealer --
      Sei Investments Global Funds Services -- --
      Sei Investments Global Ltd -- --
      Sei Investments Guernsey Limited -- --
      Sei Investments Management Corp IAR $178,075,779,414
      Sei Investments-Global Limited -- --
      Sei Private Trust Company -- --
      Sei Trust Company -- --

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Patricia Anne Huntington Managing Director May, 2003 less than 5%
        Jennifer Jean Steele Manager May, 2003 less than 5%
        John Charles Munch Manager April, 2018 less than 5%
        Timothy Dean Barto Manager April, 2018 less than 5%
        Michael Sean Farrell Manager April, 2018 less than 5%
        Kathy Ann Heilig Manager April, 2018 less than 5%
        Jennifer Hickman Campisi Chief Compliance Officer August, 2019 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees