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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 29, 2017
    • $887.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $177.9K
      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

1,468

name start date
Ana Tereza Munro
April 2010
Mark Edward Sloan
October 2006
Matthew Robert Belaj
September 2014
Alain David
April 2016
Traci Elizabeth Steder
November 2002

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cleararc Capital, Inc. IAR $6,126,046,112
    Fifth Third Bank -- --
    Fifth Third Insurance Agency -- --
    Mcgraw Insurance Agency -- --
    The Retirement Corporation of America IAR $531,128,179

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Justin Michael Overmann Director, Brokerage Operations May, 2011 less than 5%
      Howard Hammond Director, Managing Director Of Retail January, 2007 less than 5%
      Ginger Michelle Kelly Director, Chief Administrative Officer - Retail March, 2011 less than 5%
      Mark Emmet Brown Director, Fixed Income Sales/Trading - Capital Markets January, 2015 less than 5%
      Kristina Lynn Anderson Chief Administrative Officer - Capital Markets December, 2015 less than 5%
      Jarrett Andrew Jacobs Director, Bd Chief Compliance Officer/Ria Chief Compliance Officer March, 2013 less than 5%
      Robert Franklin Marcus Director, Managing Director Of Capital Markets April, 2012 less than 5%
      Keith Gregary Watson Director, Business Controls Manager July, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets