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Patriot Fund Class A Shares (0P0000UIN2)

US Funds

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Patriot Fund Class A Shares历史数据，更多实时数据请通过搜索框搜索获取。

5.630 0.000 0.00%

19/11 - 延迟数据. USD 货币

类型: 基金

市场: 美国

发行商: Patriot

资产类别: 股票

晨星评级:
总资产: 695.43K

0P0000UIN2概述

本页面提供Patriot Fund Class A Shares的详细介绍，帮助您了解0P0000UIN2的高管、总资产、投资策略和联系方式等信息。

种类

Large Blend

总资产

695.43K

费用

2.40%

开始日期

2012年3月1日

联络信息

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

电话 -

网址 www.patriotfund.com

高管

名称	标题	任期	至
James H. Lee	Portfolio Manager	2014	now
背景介紹	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
背景介紹	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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近期报价

	名称	价格	涨跌额	涨跌幅
	Patriot Fund Clas.	5.630	0.000	0.00%