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Overview

Articles

Insights

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

Holdings

ETF Holdings

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

Assets

Assets

Last updated on Aug. 20, 2016
    • $58.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 503
      Accounts
    • $115.6K
      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

6

name start date
Ian Andrew Foster
August 2013
William Haywood Bromley
August 2013
Stephen David Schmidt
October 2013
Neal Philip Pollack
September 2014
Jonathan Inzero
July 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Insurance Sales -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Ian Andrew Foster Managing Member June, 2013 25% to 50%
      William Haywood Bromley Chief Compliance Officer October, 2015 25% to 50%
      John Marinus Seckel Silent Owner June, 2013 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets