PROCOURSE FIDUCIARY ADVISORS, LLC of CARMEL, IN is an SEC-registered investment adviser (CRD 164328). Regulatory assets under management: $5.5B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Gross James | CHIEF COMPLIANCE OFFICER | Bend, OR |
| BRIAN STOLL | CHIEF FINANCIAL OFFICER | PHOENIX, AZ |
| Douglas Glen Prince | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | — |
| Brea Nicole Morrison Dantin | CHIEF OPERATIONS OFFICER | — |
| Bryan James Gross | CHIEF COMPLIANCE OFFICER | — |
| PRINCE DOUGLAS GLEN | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER, MEMBER; CHIEF EXECUTIVE OFFICER, MANAGER, MEMBER | — |
| HARMON DEANA JOY | CHIEF INVESTMENT OFFICER, MANAGER, MEMBER | — |
| MORRISON DANTIN BREA NICOLE | CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER; CHIEF OPERATIONS OFFICER; MANAGER, MEMBER | — |
| PRINCE JEFFREY K | CHIEF FINANCIAL OFFICER | — |
| Griffin Keith Lorenzo | CHIEF COMPLIANCE OFFICER | — |