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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
iShares Core Dividend Growth ETF $2,864,000

    Assets

    Assets

    Last updated on June 12, 2019
      • $1.0B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $486.4K
        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

    14

    name start date
    William Charles Hullinger
    September 2016
    Edwin Baker Shaw
    April 2010
    James Frederick Long
    November 2016
    Nathan Mark Mersereau
    February 2018
    Brent A Bell
    September 2017

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Nathan Mark Mersereau President May, 2013 75% or more
      Stacey Marie Gomez Treasurer January, 2016 less than 5%
      Daniel Eugene Cook Secretary January, 2016 less than 5%
      Florence Anne Affatato Chief Legal Officer/Chief Compliance Officer December, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees