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Overview

Holdings

ETF Holdings

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

Assets

Assets

Last updated on Sept. 9, 2019
    • $40.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 9K
      Accounts
    • $4.5M
      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

289

name start date
Angie Mirrione AIF®
January 2016
Joseph F. DeNoyior
November 2015
David Michael Kulchar
April 2015
Pierre M. Movsessian, MBA, CFP®, AIF®
March 2017
Lawrence Michael Reale
May 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Alpha Pension Group, Inc. IAR $0
    Awr Investment Management, LLC IAR $70,607,182
    Ehd Advisory Services, Inc. IAR $126,425,128
    Grp Securities, LLC Broker-Dealer --
    RPA Financial, LLC IAR $12,604,417,000

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Joseph Fredrick Denoyior Managing Member March, 2019 25% to 50%
      Geoffrey Robert White Ceo September, 2018 10% to 25%
      Chad James Larsen Managing Member July, 2015 10% to 25%
      Evangelia Kalivas Managing Member July, 2015 5% to 10%
      Barbara Jean Delaney Managing Member July, 2015 5% to 10%
      David Michael Kulchar Managing Member July, 2015 5% to 10%
      Blake Alexander Thibault Managing Member July, 2015 5% to 10%
      Jennifer Marie Owen Managing Member March, 2019 5% to 10%
      John Mckenzie Clark Managing Member July, 2015 less than 5%
      Cosmo Charles Gould President, Cco September, 2018 less than 5%
      Russell Alan Frierson Coo September, 2018 less than 5%
      Jeffrey Daniel Hamblen Managing Member March, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees