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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
First Trust Senior Loan Fund $8,171,000

    Assets

    Assets

    Last updated on March 23, 2017
      • $2.1B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 3K
        Accounts
      • $663.5K
        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

    25

    name start date
    Charlene Grace Reardon
    September 2013
    Mary Meneely Wilson
    June 2015
    Brian Patrick Babcock
    September 2013
    Robert Allen Stone
    September 2013
    Diana Jill Joseph
    November 2017

      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