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Investment Management (Service Type: Institutional Services)

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BankFirst
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location iconFayette, Alabama
company size
Company size:  11-50
total assets
Total Assets: $2B - $5B
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location iconFayette, Alabama
company size
Company size:  11-50
total assets
Total Assets: $2B - $5B
BankFirst is a state-chartered bank based in Columbus, Mississippi founded in 1888 and a wholly-owned subsidiary of BankFirst Capital Corporation, a p...
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Credit Card ServicesInternational ServicesDebt & Lendi...
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The Clarius Group, LLC
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location iconSeattle, Washington
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location iconSeattle, Washington
The Clarius Group, LLC is a investment management firm based in Seattle, United States. The Clarius Group, LLC provides multi-family office institutional servic...
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Cogent Strategic Wealth
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location iconChicago, Illinois
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconChicago, Illinois
company size
Company size:  1-10
AUM
AUM: Up to $2B
Cogent Strategic Wealth LLC is an independent, SEC-registered investment adviser based in Chicago founded in 2010. Cogent Strategic Wealth LLC provid...
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services
Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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The Colony Group, LLC
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location iconBoston, Massachusetts
company size
Company size:  201-500
AUM
AUM: $10B - $25B
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location iconBoston, Massachusetts
company size
Company size:  201-500
AUM
AUM: $10B - $25B
The Colony Group is a a fiduciary, fee-only wealth advisory firm that serves individuals and their families, corporate executives, entrepreneurs and b...
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Wealth ManagementInvestment ManagementInstitutional Services
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The Davis Companies
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location iconBoston, Massachusetts
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location iconBoston, Massachusetts
The Davis Companies is a investment management firm based in Boston, United States. The Davis Companies provides multi-family office institutional services serv...
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Institutional Services
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The Diamond Group
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location iconSan Ramon, California
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location iconSan Ramon, California
The Diamond Group is a investment management firm based in San Ramon, United States. The Diamond Group provides multi-family office institutional services servi...
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Institutional Services
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The Doman Group, LLC
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location iconNew York, New York
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location iconNew York, New York
The Doman Group, LLC is a investment management firm based in New York, United States. The Doman Group, LLC provides multi-family office institutional services ...
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Institutional Services
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The Edgar Lomax Company
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location iconAlexandria, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconAlexandria, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
The Edgar Lomax Company is an independent, SEC-registered investment adviser based in Alexandria, Virginia founded in 1983. The Edgar Lomax Company p...
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services
Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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The Eideard Group
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location iconBedford, New Hampshire
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location iconBedford, New Hampshire
The Eideard Group is a investment management firm based in Bedford, United States. The Eideard Group provides multi-family office institutional services service...
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Institutional Services
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The Electrum Group
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location iconNew York, New York
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location iconNew York, New York
The Electrum Group is a investment management firm based in New York, United States. The Electrum Group provides multi-family office institutional services serv...
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