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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 May 9, 2019
    • $226.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 133
      Accounts
    • $1.7M
      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

3

name start date
Mark Ray Matsko
June 1996
Scott Conrad Brassey
January 2000
Justin Northway Yochum
March 2015

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Mark Ray Matsko Vice President February, 2018 50% to 75%
    Scott Conrad Brassey President February, 2018 10% to 25%
    Justin Northway Yochum Vice President March, 2012 10% to 25%
    Jill Sherie Wilson Chief Compliance Officer October, 2004 less than 5%
    Danielle Marie Bugni Trading Manager March, 2003 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets