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Overview

Articles

Insights

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

Assets

Assets

Last updated on Sept. 1, 2019
    • $2.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 11K
      Accounts
    • $227.0K
      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

105

name start date
Mark Steven Mcneely
June 2016
Stephen Malcom Gainey
June 2017
Geoffrey Sean Hansen
February 2018
Brent Patrick Nicks
December 2018
John Allard Mitchell
November 2018

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Alexander Thomas Goss Managing Member & Chief Executive Officer August, 2012 25% to 50%
    Gerald Thomas Goss Managing Member & Chairman August, 2012 25% to 50%
    Neil Dickman Turner Managing Member & President December, 2016 10% to 25%
    George Frederick Sins Managing Member December, 2016 less than 5%
    Brent Patrick Nicks Chief Compliance Officer April, 2018 less than 5%
    Jeffrey Stone Cutler Managing Director Of Advisor Services February, 2018 less than 5%
    Dawn Marie Kalinowski Chief Operations Officer January, 2019 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees