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Investment Management

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AUM
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Investment Management

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Unclaimed
Company size: 1-10
AUM: Up to $2B

Affinity Wealth LLC is part of The Affinity Group and is a registered investment advisor that provides financial planning services, investment management and wealth management services.

Unclaimed
Company size: 11-50
AUM: $2B - $5B

The Ascent Group, LLC is an independent, SEC registered investment adviser based in Virginia Beach, Virginia founded in 2021. The Ascent Group, LLC provides investment advisory services including fina...

Unclaimed
Company size: 1001-5000

Goldman Sachs Ayco Personal Financial Management provides financial planning and investment services to employees, education and guidance of comprehensive financial management solutions.

Unclaimed
Company size: 11-50
AUM: $2B - $5B

The Bahnsen Group is a wealth management firm with offices in Newport Beach, CA and New York focused on investment management, advance planning and relationship management.

Unclaimed
Company size: 11-50
Total Assets: Up to $2B

Bath State Bank is a community bank based in Bath, Indiana founded in 1924. Bath State Bank provides a suite of personal and business banking services including mortgages, business loans, agricultura...

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