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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 March 20, 2017
      • $1.2B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $723.4K
        Estimated Average Account Balance

    Services

    Firm Services

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

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    8

    name start date
    John Francis Wisentaner
    April 2010
    Daniel Jason Lupo
    November 2016
    Charles Louis Dutcher
    April 2010
    Glenn Patrick Hefner
    December 2016
    John Dallas Darling
    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%
      Stephen Bruce Wert Equity Partner December, 2008 10% to 25%
      Charles Louis Dutcher Equity Partner, Chief Compliance Officer July, 2014 10% to 25%
      John Francis Wisentaner Equity Partner July, 2014 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees