Patriot Fund Class A Shares(0P0000UIN2)

美國基金

從投資組合中新增/移除新增至觀察名單

Patriot Fund Class A Shares歷史數據，更多實時行情請使用搜索框搜索獲取。

5.630 0.000 0.00%

19/11 - 延遲資料. USD 貨幣

種類: 基金

市場: 美國

發行者: Patriot

資產類別: 股票

晨星評級:
總資產: 695.43K

0P0000UIN2綜觀

你可在本頁找到深入的Patriot Fund Class A Shares公司檔案，包括0P0000UIN2的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Large Blend

總資產

695.43K

費用

2.40%

基金成立

2012年3月1日

聯絡資訊

地址 17605 Wright Street, Suite 2
Omaha,NE 68130
United States

電話 -

網絡 www.patriotfund.com

主要管理層

名稱	主旨	成立於	直至
James H. Lee	Portfolio Manager	2014	now
自傳	James H. Lee has served as the President of Ascendant Advisors Group, LLC since 2009 and serves on the Investment Committee since its inception. He is a Member, Investment Committee Member, Founder and Former President of Momentum Securities, LLC (1999-2003); and was E&Y Entrepreneur of the Year 2001. Former Chairman of the Board of Trustees, Teachers Retirement System of Texas from 2006 to 2009 and Former Trustee, Texas Growth Fund (2008-2009) and worked in The First Boston Corporation M&A Group in the early 1990s. Mr. Lee attended the University of Texas at Austin (MBA), University of Texas at Austin (BBA, Finance), and London Business School (Executive Hedge Fund Program).
Todd Smurl	President	2012	2014
自傳	Mr. Smurl has served as President of Ascendant Advisors, LLC and a member of its Investment Committee since December, 2010. Previously, Mr. Smurl founded Consilium Wealth Consulting, a professional services firm targeting the wealth management industry, where he served from January, 2007 to December, 2010. Prior to Consilium, Mr. Smurl was an Executive Vice President and Managing Director of Compass Bank Wealth Management Division, overseeing approximately $4 Billion of assets under management. Prior to joining Compass, Mr. Smurl was a Senior Vice President with the Private Bank at Bank of America, holding several positions including Director of Alternative Investments, Regional Investment Strategist and Portfolio Manager. Mr. Smurl holds degrees from University of Arkansas at Little Rock (MBA) and the University of Central Arkansas (BBA). Mr. Smurl also holds the Chartered Financial Analyst (CFA) designation.

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