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Overview

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on May 9, 2019
    • $1.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $385.6K
      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

16

name start date
Blair duQuesnay
June 2018
Joshua Morgan Brown
January 2014
Jonathan Singer Novy
December 2017
Patrick Kern Haley
March 2014
Dylan Kluender
June 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    RWM Insurance Services, LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Barry Lawrence Ritholtz Managing Member August, 2013 25% to 50%
      Joshua Morgan Brown Managing Member August, 2013 25% to 50%
      Michael Henry Batnick Managing Member October, 2013 5% to 10%
      Kristopher Pierre Venne Managing Member & Chief Compliance Officer October, 2013 5% to 10%
      Benjamin Carlson Managing Member April, 2019 less than 5%
      William A. Sweet Managing Member April, 2019 less than 5%
      Joel Craig Fishman Managing Member April, 2019 less than 5%
      Dinamarie Rose Isola Managing Member April, 2019 less than 5%
      Erika Christine Mauro Managing Member April, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees