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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 Jan. 19, 2017
    • $923.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 166
      Accounts
    • $5.6M
      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

2

name start date
Laura S Adams
June 2002
Steven Adams
March 2005

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Laura S Adams Member April, 2002 50% to 75%
    Steven Adams Managing Member/Chief Compliance Officer March, 2005 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees