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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
    • $300.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $285.8K
      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

5

name start date
Don Bradley Gill
December 2017
Craig Thomas Simmons
June 2010
Kenneth Grahm Brandt
July 2010
Jeremy Scott Brandt
September 2010
Michael Ashker
December 2017

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Craig Thomas Simmons Chief Compliance Officer July, 2007 50% to 75%
    Jeremy Scott Brandt Member January, 2008 25% to 50%
    Kenneth Grahm Brandt Member December, 2010 less than 5%
      Source: SEC

      Fees

      There is no compensation data available to display at this time