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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 27, 2016
    • $813.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $171.4K
      Estimated Average Account Balance

Services

Firm Services

  • Other
    • -Selection of Other Advisors

Firm Client types

Advisors

Current Advisors

# of advisors

1,433

name start date
Ana Tereza Munro
April 2013
Robert Louis Pierce
May 2008
Dianna Lynn Bailey
October 2013
Michael J Callahan
January 2016
Stephanie Theresa Corke
August 2011

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cleararc Capital, Inc. IAR $6,126,046,112
    Fifth Third Bank -- --

      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%
      Jarrett Andrew Jacobs Bd Chief Compliance Officer/Ria Chief Compliance Officer March, 2013 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%
      Robert Franklin Marcus Managing Director Of Capital Markets April, 2012 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%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets