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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
SPDR Russell 2000 ETF $258,000

    Assets

    Assets

    Last updated on June 5, 2019
      • $1.4B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $903.1K
        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

    9

    name start date
    Marilee Kristen Bartl
    November 2015
    Daniel Jason Lupo
    November 2016
    John Francis Wisentaner
    April 2010
    Glenn Patrick Hefner
    December 2016
    Charles Louis Dutcher
    April 2010

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kurt Marvin Arvidson Equity Partner January, 2002 25% to 50%
      Charles Louis Dutcher Equity Partner, Chief Compliance Officer July, 2014 25% to 50%
      John Francis Wisentaner Equity Partner July, 2014 25% to 50%
      Marilee Kristen Bartl Equity Partner January, 2019 5% to 10%
      Daniel Jason Lupo Equity Partner January, 2019 5% to 10%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees