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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
ARK Innovation ETF $1,105,000

    Assets

    Assets

    Last updated on Sept. 27, 2019
      • $2.8B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $1.2M
        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

    21

    name start date
    William Townson Grasty
    September 2013
    Nicole Reardon
    October 2019
    Carolyn Larocco
    December 2015
    Ronald Joseph Savarese
    July 2014
    Kyle William Crawford
    January 2014

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Blue River Family Office Partners, LLC -- --
      Imperium Blue Management, LLC -- --
      Lakeview Insurance Group, LLC -- --

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Courtney Lynne Tomlin Vice President Of Operations/Chief Compliance Officer June, 2015 less than 5%
        John Thomas Williams Chief Executive Officer/Manager May, 2016 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees