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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 July 30, 2017
    • $13.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 52
      Accounts
    • $255.0K
      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

1

name start date
Douglas Alan Kirkpatrick
January 2013

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Carolyn Charlotte Kirkpatrick Managing Member October, 2012 50% to 75%
    Douglas Alan Kirkpatrick Chief Compliance Officer / Chief Investment Officer October, 2012 25% to 50%
    Marcia Kirkpatrick Chief Executive Officer November, 2013 10% to 25%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees