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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 June 12, 2019
    • $474.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 303
      Accounts
    • $1.6M
      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

6

name start date
Daniele Marie Donahoe
July 2010
Sandra Bradley Carlson
November 2013
Lorraine R Tomlin
June 2017
Michael Elliot Van Ness
December 2017
Ryan Michael Vaudrin
December 2017

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Daniele Marie Donahoe Ceo And Chief Investment Officer November, 2015 50% to 75%
    Sandra Bradley Carlson President November, 2015 5% to 10%
    Leah Robertson Maybry Director Of Tax & Family Office Services June, 2018 5% to 10%
    Michael Elliot Van Ness Director Of Research & Chief Compliance Officer June, 2018 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets