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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 4, 2019
    • $100.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 97
      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

1

name start date
John Davis Messner
July 1997

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Ellis Charles Smith Principal And Chief Compliance Officer April, 1984 75% or more
    Kevin J Dukesherer Director Of Research May, 2002 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets