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Overview

Articles

Insights

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

Holdings

Assets

Assets

Last updated on June 5, 2019
    • $2.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $638.3K
      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

26

name start date
Andrew Douglas Hambleton
June 2019
Thomas Edward Uber
September 2013
Matthew John Mueller
November 2017
Eric Carl Oppenheim
September 2013
Robert Nicholas Hochkins
February 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Telemus Decorrelation Opportunity Gp, LLC -- --
    Telemus 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
      Eric Carl Oppenheim General Counsel/Chief Compliance Officer March, 2014 less than 5%
      Mary Meneely Wilson Chief Operations Officer April, 2016 less than 5%
      Gary Louis Ran Partner/Chairman August, 2013 less than 5%
      Robert James Schlagheck Chief Financial Officer & Controller August, 2013 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees