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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
SPDR S&P 600 Small Cap Growth ETF $546,000

    Assets

    Assets

    Last updated on June 12, 2019
      • $239.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 870
        Accounts
      • $274.8K
        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
    Brian Douglas Chase
    April 2016
    Daniel Albert Noven
    January 1999
    Anjanette Monique Phetteplace
    September 2011
    Geraldine Ann Janiczek
    August 2008

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Jds Professional Group -- --
      N & A Professional Group, Pc -- --

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Daniel Albert Noven President July, 1995 75% or more
        Anjanette Monique Phetteplace Chief Compliance Officer January, 2005 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges