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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
iShares Asia/Pacific Dividend ETF $528,000

    Assets

    Assets

    Last updated on May 9, 2019
      • $1.8B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        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

    2

    name start date
    Theodore Garofola
    May 2014
    Joseph Patrick Zappia
    May 2014

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Lori Ann Van Dusen Chief Executive Officer October, 2011 less than 5%
      Joseph Patrick Zappia Principal And Chief Compliance Officer May, 2014 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees