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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 12, 2019
    • $357.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 776
      Accounts
    • $461.1K
      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

4

name start date
Peter Bray Reidenbach
June 2011
James Beryl Blume
January 1999
Jeffrey Valentine St. Claire
September 2014
Amy Stoepler Thacher
September 2017

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    James Beryl Blume Chairman/Ceo June, 2009 50% to 75%
    Jeffrey Valentine St. Claire President And Chief Compliance Officer June, 2009 25% to 50%
    Peter Bray Reidenbach Owner And Chief Investment Officer October, 2015 10% to 25%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees