Back to top

Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
iShares Global REIT ETF $1,269,000

    Assets

    Assets

    Last updated on June 5, 2019
      • $6.8B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $3.1M
        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

    25

    name start date
    Patrick Michael Morrissey
    January 2009
    Calvin Bradley Hays
    August 2015
    Thomas Allan Erdmier
    May 2013
    Kelly J Weller
    September 2012
    Michael Herold Gansfuss
    August 2018

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Barrington Bank & Trust Company, N.A. -- --
      Beverly Bank & Trust Company, N.A. -- --
      Crystal Lake Bank & Trust -- --
      Hinsdale Bank & Trust Company -- --
      Lake Forest Bank & Trust Company, N.A. -- --
      Libertyville Bank & Trust Company -- --
      Northbrook Bank & Trust Company -- --
      Old Plank Trail Community Bank, N.A. -- --
      Schaumburg Bank & Trust Company, N.A. -- --
      St. Charles Bank & Trust Company -- --
      State Bank of The Lakes -- --
      The Chicago Trust Company -- --
      Town Bank -- --
      Village Bank & Trust -- --
      Wheaton Bank & Trust Company -- --
      Wintrust Bank -- --
      Wintrust Investments -- --

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Celena Roldan Manager January, 2019 less than 5%
        Suzet Meylieu Mckinney Manager January, 2019 less than 5%
        Michael Paul Kamradt Manager January, 2019 less than 5%
        Gary Alan Lenhoff Manager & Chief Investment Officer - Fundamental Equities October, 2014 less than 5%
        Jon Edward Quigley Chief Investment Officer - Disciplined Equity October, 2013 less than 5%
        Edward Joseph Calkins Manager & Sr. Managing Director July, 2011 less than 5%
        Thomas Regan Kiley Manager & Chief Executive Officer July, 2011 less than 5%
        Paul Clayton Carlisle Manager March, 2014 less than 5%
        Thomas Jason Turner Managing Director January, 2013 less than 5%
        Croft W James Manager July, 2012 less than 5%
        Timothy Allen Schlindwein Manager July, 2011 less than 5%
        Thomas Patrick Zidar Manager Chairman November, 2008 less than 5%
        Marla Friedman Glabe Manager October, 2009 less than 5%
        Scott Keith Heitmann Manager November, 2008 less than 5%
        Thomas Martin Paulus Chief Financial Officer March, 2007 less than 5%
        Bert Atwater Getz Manager November, 2008 less than 5%
        Elliott Joseph Silver Chief Compliance Officer October, 2004 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees