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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on Aug. 20, 2016
    • $1.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 41
      Accounts
    • $35.0M
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

1

name start date
Robert Francis Burlinson
April 2011

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Mainsail Partners IAR $647,293,386
    Merus Capital Management Company, LLC IAR $0

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Robert Francis Burlinson Chief Investment Officer/Member January, 2003 25% to 50%
      Stephen C. Donahue Member January, 2010 5% to 10%
      Peter Berry Gifford Member January, 2010 5% to 10%
      Michael Darby Member January, 2010 5% to 10%
      Matthew Adams Krensky Member January, 2013 5% to 10%
      John Freidenrich Manager January, 2003 less than 5%
      Steven Scott Go Chief Compliance Officer/Chief Operating Officer September, 2010 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Performance-Based Fees