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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
Alerian MLP ETF $7,965,000

    Assets

    Assets

    Last updated on April 15, 2017
      • $214.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 168
        Accounts
      • $1.3M
        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

    4

    name start date
    Daniel Paul Goodall
    August 2013
    Philip Oakman Garland
    September 2013
    Timothy Selig Mullen
    February 2014
    Jonathan J. Foltz
    February 2014

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Expedition Trust Company -- --

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Timothy Selig Mullen Manager / Chief Executive Officer May, 2007 less than 5%
        Philip Oakman Garland Chief Compliance Officer May, 2007 less than 5%
        Daniel Paul Goodall Chief Financial Officer / Chief Operating Officer July, 2013 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Performance-Based Fees