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Investment Management (Service Type: Wealth Management)

Service Categories1
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AUM
Number of Employees
Location
Listings Type1
Ratings
1585 results found
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Investment Management
Wealth Management
Unclaimed
Company size: 11-50
AUM: Up to $2B

LongView Wealth Management, Inc. is an independent, SEC-registered investment adviser based in Atlanta, Georgia founded in 1978. LongView Wealth Management, Inc. provides investment management service...

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

LourdMurray Delphi Private Advisors is a registered investment advisor private wealth management firm founded in 2009 focused on providing institutional caliber wealth management to successful executi...

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LPL Financial reviews
LPL Financial
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Unclaimed
Company size: 5000+
AUM: $50B+

LPL Financial LLC is a wholly-owned subsidiary of LPL Financial Holdings Inc., a publicly traded company, and an SEC-registered investment adviser founded in 1975. LPL Financial LLC provides a compre...

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

Lucid Wealth Planning LLC is an independent, SEC-registered investment adviser based in Raleigh, North Carolina founded in 2019. Lucid Wealth Planning LLC provides investment management services, fin...

Lufax Holding is a financial services technology platform business based in Shanghai, China. Lufax offers financial services for small business owners in partnership with hundreds of financial instit...

Unclaimed
Company size: 51-200
AUM: $10B - $25B

Luther King Capital Management is an SEC-registered investment advisory firm serving high net worth individuals, and institutional organizations such as foundations, endowments, pension plans and trus...

M1 Finance reviews
M1 Finance
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Unclaimed
Company size: 51-200
AUM: $2B - $5B

M1 Finance is a digital investment management platform that allows users to trade stock, exchange traded funds and features robo-advisors. In addtion, M1 Finance offers margin lending, cash managemen...

Macquarie reviews
Macquarie
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Unclaimed
Company size: 5000+

Macquarie is a diversified global financial service provider clients with asset management, banking and financial services, commodities and global markets, and capital. Macquarie is headquartered in S...

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

Macroview Investment Management LLC is an independent, SEC registered investment adviser based in Bethesda, Maryland founded in 2010. Macroview Investment Management LLC provides investment advisory s...

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

Madison Park Capital Advisors, LLC is an independent, SEC registered investment adviser based in Seattle, Washington founded in 2014. Madison Park Capital Advisors offers financial planning, consulti...

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