Investment Management (Service Type: Trust & Estate Planning)

Showing 601 – 610  of 1,369  Firms
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Showing 601 – 610  of 1,369  Firms
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AUM
Up to $2B
$2B - $5B
$5B - $10B
$10B - $25B
$25B - $50B
$50B+
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Number of Employees
1-10
11-50
51-200
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location iconSanta Rosa, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconSanta Rosa, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
Encore Wealth Management is a wealth management firm based in Santa Rosa, California.
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location iconProvidence, Rhode Island
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconProvidence, Rhode Island
company size
Company size:  1-10
AUM
AUM: Up to $2B
Endurance Wealth Management, Inc. is a registered investment advisor that was founded in 2009 adn based in Providence, Rhode Island. Endurance Wealth...
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location iconElmhurst, New York
Enright, Mollin, Cascio & Ramusevic, Inc. is a investment management firm based in Elmhurst, United States. Enright, Mollin, Cascio & Ramusevic, Inc. provides m...
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company size
Company size:  1001-5000
total assets
Total Assets: $5B - $10B
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company size
Company size:  1001-5000
total assets
Total Assets: $5B - $10B
Ent Credit Union is a state-chartered credit union based in Colorado Springs, Colorado founded in 1957. Ent Credit Union offers consumer checking and ...
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location iconMinneapolis, Minnesota
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconMinneapolis, Minnesota
company size
Company size:  1-10
AUM
AUM: Up to $2B
EPIQ Partners, LLC is an investment counseling firm based in Minneapolis, Minnesota founded in 2012. EPIQ Partners, LLC is an SEC register investment ...
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location iconTorrance, California
company size
Company size:  51-200
AUM
AUM: Up to $2B
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location iconTorrance, California
company size
Company size:  51-200
AUM
AUM: Up to $2B
EP Wealth Advisors, LLC is an independent, SEC registered investment adviser based in Torrance, California found in 2004. EP Wealth Advisors, LLC has...
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location iconNew York, New York
company size
Company size:  5000+
AUM
AUM: $25B - $50B
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location iconNew York, New York
company size
Company size:  5000+
AUM
AUM: $25B - $50B
Equitable Advisors, LLC is a wholly-owned subsidiary of Equitable Holdings, Inc. and an SEC registered investment adviser formed in 1999. Equitable Ad...
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location iconMercer Island, Washington
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconMercer Island, Washington
company size
Company size:  1-10
AUM
AUM: Up to $2B
EQ Wealth Management is an SEC registered investment advisor based founded in 2017 and based in Mercer Island, Washington. EQ Wealth Management pro...
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location iconBoston, Massachusetts
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconBoston, Massachusetts
company size
Company size:  11-50
AUM
AUM: Up to $2B
Essex Investment Management Company, LLC is an investment management firm that provides advisory services to individual and institutional clients.
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location iconChapel Hill, North Carolina
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconChapel Hill, North Carolina
company size
Company size:  11-50
AUM
AUM: Up to $2B
Eton Advisors Group, LLC is an indirect, wholly-owned subsidiary of Focus Financial Partners, Inc., a publicly traded wealth management company, and a...
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