Investment Management (Service Type: Institutional Services)

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$2B - $5B
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locationPlymouth, Massachusetts
company sizeСompany size: 1-10
AUMAUM: Up to $2B
locationPlymouth, Massachusetts
company sizeСompany size: 1-10
AUMAUM: Up to $2B
1620 Investment Advisors provides investment management and financial planning to individuals, business owners, and financial services firms.
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company sizeСompany size: 1-10
AUMAUM: Up to $2B
company sizeСompany size: 1-10
AUMAUM: Up to $2B
1776 Wealth LLC is an independent, SEC registered investment adviser based in Sandy Springs, Georgia founded in 2017. 1776 Wealth LLC provides investment management services, financial planning services, portfolio management services a...
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locationBaltimore, Maryland
AUMAUM: $10B - $25B
1919 Investment Counsel, LLC is a boutique investment advisory firm and wholly owned subsidiary of Stifel Financial Corp.
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company sizeСompany size: 11-50
total assetsTotal Assets: Up to $2B
company sizeСompany size: 11-50
total assetsTotal Assets: Up to $2B
1st National Bank is a community bank based in Lebanon, Ohio that serving Southwestern Ohio. 1st National Bank offers personal and business banking services including personal loans, mortgages, business loans and lines of credit, real ...
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locationSouth Bend, Indiana
company sizeСompany size: 1001-5000
total assetsTotal Assets: $5B - $10B
locationSouth Bend, Indiana
company sizeСompany size: 1001-5000
total assetsTotal Assets: $5B - $10B
1st Source Bank was founded in 1863 and remains the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area serving individuals and businesses. 1st Source Bank operates banking ...
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locationJohnstown, Pennsylvania
company sizeСompany size: 201-500
total assetsTotal Assets: Up to $2B
locationJohnstown, Pennsylvania
company sizeСompany size: 201-500
total assetsTotal Assets: Up to $2B
1st Summit Bank serves Cambria, Somerset, Indiana, Blair, and Westmoreland County through 16 Offices. It has enhanced customer convenience through technology such as mobile banking services, which includes mobile deposit. Alternative p...
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locationCosta Mesa, California
company sizeСompany size: 11-50
AUMAUM: Up to $2B
locationCosta Mesa, California
company sizeСompany size: 11-50
AUMAUM: Up to $2B
20/20 Capital Management Inc. d/b/a 20/20 Financial Advisers is an independent, SEC-registered investment adviser based in Costa Mesa, California founded in 20125. 20/20 Financial Advisers provides investment and retirement planning, t...
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locationNew York, New York
company sizeСompany size: 11-50
AUMAUM: $5B - $10B
locationNew York, New York
company sizeСompany size: 11-50
AUMAUM: $5B - $10B
20 Gates Management LLC is an independent, SEC-registered investment adviser based in New York founded in 2010. 20 Gates Management is an institutional investment management firm that provides investment management service for private...
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locationDallas, Texas
company sizeСompany size: 11-50
AUMAUM: Up to $2B
locationDallas, Texas
company sizeСompany size: 11-50
AUMAUM: Up to $2B
360 Wealth Management is a financial advisory firm based in Dallas, Texas. 360 Wealth Management provides financial planning services, wealth management advisory services including investment management, retirement planning, estate pla...
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locationDenver, Colorado
company sizeСompany size: 11-50
AUMAUM: Up to $2B
locationDenver, Colorado
company sizeСompany size: 11-50
AUMAUM: Up to $2B
361 Capital is a boutique alternative investment management firm that offers a suite of actively managed alternative strategies that seek to deliver meaningful returns, manage risk and diversification for its clients.
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