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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
PureFunds ISE Cyber Security ETF $10,386,000

    Assets

    Assets

    Last updated on May 9, 2019
      • $760.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 731
        Accounts
      • $1.0M
        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

    7

    name start date
    Lewis H Mi Only Katcher
    March 2005
    Mark Addison Keeling
    March 2011
    John Allen Stratton
    March 2011
    Ward Paul Lindenmayer
    January 2012
    Stephen Palmer Yeatman
    February 2004

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Lewis H (Mi Only) Katcher Chairman Of The Board June, 1989 25% to 50%
      Mark Addison Keeling Senior Vice President/Chief Investment Officer/Portfolio Manager July, 2009 10% to 25%
      John Allen Stratton President/Chief Compliance Officer/B.O.D. February, 1993 10% to 25%
      Jonathan William Butler Senior Vice President/Portfolio Mgr/Secretary/B.O.D. August, 2005 10% to 25%
      Annamarie G (Mi Only) Formicola Senior Vice President October, 1989 5% to 10%
      Stephen Palmer Yeatman Retired June, 1989 5% to 10%
      Robert Christopher Welch Vice President/Portfolio Mgr February, 2015 less than 5%
      Gregory Arthur Welch Senior Vice President/Portfolio Mgr February, 2015 less than 5%
      Elizabeth Ormeno Vice President/Chief Information Security Officer February, 2006 less than 5%
      Robert Carl Maples Senior Vice President/Portfolio Mgr October, 2015 less than 5%
      Theodore Stanley Jablonski Senior Vice President/Portfolio Mgr June, 2018 less than 5%
      Mark Patrick Fredenburg Senior Vice President/Portfolio Mgt April, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets