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Overview

Articles

Insights

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

Holdings

Assets

Assets

Last updated on June 16, 2019
    • $1.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $179.0K
      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

13

name start date
John David Resnick
January 2015
Christopher Joseph Bak
October 2017
Terry Morris Miller
February 2017
Thomas Edward Dundorf
February 2016
Lawrence Matthew Shover
November 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Advisortrust, Inc. -- --
    Fiduciary Advisors, LLC IAR $0
    Professional Capital Services, LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Gerrit Andrew Fedele Chief Compliance Officer And Chief Operating Officer June, 2009 less than 5%
      Joseph Scott Billups Chief Financial Officer January, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees