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Overview

Articles

Insights

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

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 13, 2020
    • $26.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 260
      Accounts
    • $100.1K
      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

3

name start date
James Joseph Beaudreau
February 2010
Thomas Larsen
February 2010
Connie Lee Terrell
February 2010

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Thomas N Larsen Managing Member November, 2009 25% to 50%
    Connie Lee Terrell Managing Member September, 2009 25% to 50%
    Ila Joan Twogood Owner November, 2009 25% to 50%
    James Joseph Beaudreau Chief Compliance Officer & Managing Member January, 2013 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges