FTJ Fundchoice LLC

Orion Portfolio Solutions, antes conocido como FTJ Fundchoice LLC, opera como una Compañía de Responsabilidad Limitada con 143 empleados, 53 de los cuales son roles de asesoramiento. Si bien se desconoce el número de clientes atendidos por la empresa, su estado ante la SEC es actualmente Aprobado con una fecha de registro del 13 de abril de 2004.

• CORY JAMES KENDALL

  ELECTED MANAGER posee menos de 5%

• DEAN WILLIAM COOK

  CHIEF EXECUTIVE OFFICER/ELECTED MANAGER posee menos de 5%

• GREGORY JAMES RAWLINS

  CHIEF OPERATING OFFICER/ELECTED MANAGER posee menos de 5%

• JOHN RUSSEL VANNEMAN

  ELECTED MANAGER posee menos de 5%

• MARK DANIEL APPLEGARTH

  CHIEF FINANCIAL OFFICER/ELECTED MANAGER posee menos de 5%

• MICHAEL WILFORD FORKER

  CHIEF COMPLIANCE OFFICER/ELECTED MANAGER posee menos de 5%

• NORTHSTAR EYBA, LLC

  SOLE MEMBER posee 75% o más

• RYAN BRUCE BEACH

  PRESIDENT/ELECTED MANAGER posee menos de 5%

• KYLE WILLIAM HIATT

  CHIEF REVENUE OFFICER posee menos de 5%

• KYLEE MARIE BEACH

  GENERAL COUNSEL/SECRETARY/ELECTED MANAGER posee menos de 5%

• ORION ADVISOR SERVICES, LLC

  SOLE MEMBER posee 75% o más

• RANDY THOMAS LAMBERT

  CHIEF OPERATIONS OFFICER posee menos de 5%

• WILLIAM SAYLER WOSTOUPAL

  CHIEF OF STRATEGIC RELATIONSHIPS posee menos de 5%

• CLARA ELIZABETH MADDOX

  ELECTED MANAGER

• ERIC REESE CLARKE

  ELECTED MANAGER

• JONATHAN RUSSELL BAUM

  ELECTED MANAGER

• MICHAEL ROY BURNS

  ELECTED MANAGER

• NORTHSTAR FINANCIAL SERVICES GROUP, LLC

  MEMBERS OWNING 100% posee 75% o más

• NORTHSTAR TOPCO, LLC

  SOLE MEMBER posee 75% o más

• TA ASSOCIATES XI GP, L.P.

  GENERAL PARTNER

• TA ASSOCIATES, L.P.

  GENERAL PARTNER

• TA XI NS AIV, L.P.

  MEMBER posee más del 50% pero menos del 75%

• TODD PATRICK CLARKE

  ELECTED MANAGER

• TODD RICHARD CROCKETT

  ELECTED MANAGER

• VERNON RICHARD BARBACK

  ELECTED MANAGER

• Middleground Management LP
• Equity Advisors of Kentucky Inc
• Dupree Financial Group LLC
• ITRUST ASSET MANAGEMENT, LLC
• Alphamark Advisors LLC
• Cardinal Strategic Wealth Guidance LLC
• Altus Wealth Management LLC
• ARGI Investment Services LLC
• Harvey Investment Company LLC
• van Leeuwen & Associates Inc

• NorthStar Financial Agrees to Acquire FTJ FundChoice
• New Survey Finds Majority of Advisors Unhappy with Their Firm’s Front and Back Office
• FTJ FundChoice Now Offers the Full Suite of American Funds Model Portfolios