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Insights

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

Holdings

ETF Holdings

Name Assets
First Trust Dorsey Wright Focus 5 ETF $6,090,000
iShares Russell 1000 ETF $4,635,000
iShares Core S&P Mid-Cap ETF $4,613,000
iShares 1-3 Year Credit Bond ETF $4,586,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $4,360,000
SPDR S&P 500 ETF Trust $4,224,000
iShares Core S&P Small-Cap ETF $3,425,000
PowerShares DWA Momentum Portfolio $3,274,000
iShares TIPS Bond ETF $3,218,000
Vanguard Short-Term Inflation-Protected Securities Index Fund $2,502,000
ProShares UltraPro QQQ $2,227,000
Guggenheim S&P 500 Equal Weight ETF $2,127,000
Vanguard FTSE All-World ex US Index Fund $2,076,000
Vanguard Emerging Markets Stock Index Fund $2,035,000
PowerShares Senior Loan Portfolio $1,795,000
Powershares S&P 500 Low Volatility Portfolio $1,764,000
First Trust Equity Opportunities ETF $1,753,000
First Trust Mid Cap Core AlphaDEX Fund $1,289,000
Vanguard Dividend Appreciation Index Fund $1,200,000
Schwab International Equity ETF $1,143,000
iShares Core High Dividend ETF $1,006,000
PowerShares Buyback Achievers Portfolio $977,000
Vanguard REIT Index Fund $827,000
VanEck Vectors AMT-Free Intermediate Municipal Index ETF $813,000
iShares MSCI EAFE ETF $812,000
iShares US Preferred Stock ETF $796,000
First Trust Large Cap Value AlphaDEX Fund $767,000
iShares North American Natural Resources ETF $712,000
iShares 1-3 Year Treasury Bond ETF $710,000
Vanguard Information Technology Index Fund $637,000
Technology Select Sector SPDR Fund $606,000
iShares Edge MSCI Min Vol Emerging Markets ETF $587,000
First Trust NYSE Arca Biotechnology Index Fund $537,000
iShares Global Healthcare ETF $504,000
iShares US Utilities ETF $486,000
iShares Core US Aggregate Bond ETF $440,000
iShares Russell Mid-Cap ETF $429,000
Vanguard Total World Stock Index Fund $420,000
Energy Select Sector SPDR Fund $404,000
Vanguard Total International Bond Index Fund $367,000
First Trust Health Care AlphaDEX Fund $356,000
iShares US Oil & Gas Exploration & Production ETF $354,000
PIMCO Total Return Active Exchange-Traded Fund $302,000
Vanguard Health Care Index Fund $300,000
First Trust Morningstar Dividend Leaders Index Fund $275,000
Health Care Select Sector SPDR Fund $258,000
iShares Select Dividend ETF $256,000
iShares Edge MSCI Min Vol USA ETF $255,000
Vanguard Short-Term Bond Index Fund $244,000
iShares iBoxx $ High Yield Corporate Bond ETF $241,000
Vanguard Mid-Cap Value Index Fund $235,000
Vanguard Mid-Cap Index Fund $228,000
Vanguard Small-Cap Index Fund $218,000
First Trust Dorsey Wright International Focus 5 ETF $214,000
iShares Core S&P 500 ETF $213,000
PowerShares DB Commodity Index Tracking Fund $205,000

    Assets

    Assets

    Last updated on Nov. 8, 2016
      • $2.1B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $987.0K
        Estimated Average Account Balance

    Services

    Firm Services

    • Financial Planning

    • Pension Consulting

    • Other
      • -Selection of Other Advisors

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    2

    name start date
    Mark Daniel Dolton
    June 2008
    Marvin E Giannangelo
    October 2002

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Michael Joseph Purpura Director April, 2016 less than 5%
      Thomas Steven Nelson Director April, 2016 less than 5%
      James Patrick Kerr Director April, 2016 less than 5%
      Thomas Curtis Smith Director April, 2016 less than 5%
      John Louis Decker President, Ceo January, 2014 less than 5%
      Brandon Michael Mann Vice President Of Sales January, 2012 less than 5%
      Bobby John Schaefer Cfo / Secretary / Treasurer February, 2010 less than 5%
      Colleen Terese Davis Vp March, 2003 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Commissions
        • Performance-Based Fees
        • Mutual Fd & Variable Product 12B1'S, Sales Credit On New Issues