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Signalpoint Asset Management LLC

Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on July 12, 2017
    • $366.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $233.3K
      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

7

name start date
John Wendland Handy
August 2013
Andrea L Batey
September 2013
Michael James Orzel
September 2008
Thomas Meldrum Veale
September 2008
James Preston Smith
May 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Walker Asset Management, LLC IAR $137,525,970

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jonathan Craig Timson Managing Director September, 2014 25% to 50%
      Thomas Meldrum Veale Managing Member, Managing Director, Chief Investment Officer June, 2008 10% to 25%
      John Wendland Handy Managing Director, Portfolio Strategist, Chief Executive Officer January, 2014 10% to 25%
      Dennis Walker Member June, 2008 10% to 25%
      David J. Griffiths Member January, 2010 5% to 10%
      Glenn H Timson Member December, 2010 5% to 10%
      Michael James Orzel Managing Member, Managing Director, Chief Operating Officer August, 2008 5% to 10%
      Walter Russell Costenbader Chief Compliance Officer February, 2015 less than 5%
      Catherine A Bohlman Member January, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees