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Overview

Articles

Insights

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

Holdings

Assets

Assets

Last updated on March 17, 2017
    • $287.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 709
      Accounts
    • $405.1K
      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

3

name start date
Cory Matthew Shrader
July 2019
Harry Goodwin Madden
February 2004
Michael Louis Ellis
July 2019

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Harry Goodwin Madden Ceo/Chief Compliance Officer/President October, 2004 75% or more
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees