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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 15, 2017
    • $505.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $323.3K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

12

name start date
Blair duQuesnay
June 2018
Joshua Morgan Brown
January 2014
Kristopher Venne
January 2014
Alexander James Palumbo
February 2016
Gary Alan Pulford
December 2017

    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 50% to 75%
    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%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees