| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/31/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 31 |
| of those in investment advisory functions | 6 -25.00% |
| Registration | California, Terminated, 10/17/2013 |
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- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287655 | Stock NameiShares Russell 2000 ETF | $ Position$93,395 | % Position10.00% | $ Change-32.00% | # Change-25.00% |
| Stck Ticker90214Q774 | Stock NameLeaderShares AlphaFactor US Co | $ Position$64,442 | % Position7.00% | $ Change-4.00% | # Change-2.00% |
| Stck Ticker922908363 | Stock NameVanguard S&P 500 ETF | $ Position$58,361 | % Position6.00% | $ Change69.00% | # Change78.00% |
| Stck Ticker90214Q691 | Stock NameLeaderShares AlphaFactor Tacti | $ Position$40,973 | % Position4.00% | $ Change-5.00% | # Change-5.00% |
| Stck Ticker90214Q683 | Stock NameLeaderShares Equity Skew ETF | $ Position$29,274 | % Position3.00% | $ Change-32.00% | # Change-27.00% |
| Stck Ticker46090E103 | Stock NameInvesco QQQ Trust Series 1 | $ Position$22,254 | % Position2.00% | $ Change524.00% | # Change580.00% |
| Stck Ticker78464A300 | Stock NameSPDR S&P 600 Small CapValue ETF | $ Position$14,635 | % Position2.00% | $ Change6.00% | # Change18.00% |
| Stck Ticker46138E339 | Stock NameInvesco S&P 500 Momentum ETF | $ Position$21,767 | % Position2.00% | $ Change861.00% | # Change886.00% |
| Stck Ticker78464A409 | Stock NameSPDR Portfolio S&P 500 Growth | $ Position$14,421 | % Position2.00% | $ Change-48.00% | # Change-44.00% |
| Stck Ticker922042858 | Stock NameVanguard FTSE Emerging Markets | $ Position$19,003 | % Position2.00% | $ Change1168.00% | # Change1134.00% |