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Investment Management
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Investment Management (Service Type: Wealth Management)

Service Categories1
Service Types1
Industry Sectors
AUM
Number of Employees
Location
Listings Type1
Ratings
1585 results found
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Investment Management
Wealth Management
Unclaimed
Company size: 51-200
Total Assets: Up to $2B

Ledyard National Bank and Ledyard Financial Advisors are part of the Ledyard Financial Group founded 1991. Ledyard National Bank is a full service community bank and Ledyard Financial Advisors is an...

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

Legacy Financial Advisors is a financial planning and advisory firm based in McKinney, Texas. Legacy Financial Advisors provides comprehensive financial planning, investment management, financial cons...

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

Legacy Advisors, LLC is an independent, SEC-registered investment advisor based in Plymouth Meeting, Pennsylvania founded in 2006. Legacy Advisory, LLC provides investment advisory and financial plan...

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

Legacy Advisory Limited Company is an independent, SEC-registered investment adviser based in Overland Park, Kansas founded in 2019. Legacy Advisory Limited Company provides financial planning and in...

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

Legacy Wealth Management, Inc. is a fee-only, independent, SEC-registered investment adviser based in Memphis, Tennessee founded in 1982. Legacy Wealth Management, Inc. provides financial planning, c...

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

Lenox Wealth Advisors, LLC is an SEC registered investment advisor, a subsidiary of NFP Corp. and based in New York. Lenox Wealth Advisors, LLC provides investment advice to clients primarily through...

Liberum reviews
Liberum
Unclaimed
Unclaimed
Company size: 51-200

Liberum is a boutique employee-owned investment bank based in London founded in 2007. Liberum provides research, sales, trading execution, corporate broking, corporate finance, equity capital markets...

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

Lifelong Wealth Advisors is a private wealth management firm based in Minneapolis, Minnesota founded in 1972. Lifelong Wealth Advisors provides a suite of financial planning, retirement planning, esta...

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

LifeSteps Financial, Inc. is an independent, SEC-registered investment adviser based in Claremont, California founded in 2009. LifeSteps Financial, Inc. offers investment advisory and financial plann...

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

Liftoff Financial Planning is an independent, SEC-registered investment adviser based in Pocatello, Idaho founded in 2018. Liftoff Financial Planning provides investment advisory services, financial ...

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