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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: 1001-5000
Total Assets: $10B - $25B

Provident Bank is a community bank based in Jersey City, New Jersey found in 1839 and a wholly-owned subsidiary of Provident Financial Services, Inc., a publicly traded bank holding company. Provident...

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

ProVise Management Group, LLC is a fee-based, SEC-registered investment adviser based in Clearwater, Florida founded in 2002. ProVise Management Group, LLC is owned by Kestra Financial, Inc., an indi...

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

Prudent Management Associates is a SEC registered, fee-only investment advisory firm founded in 1982. Prudent Management Associates provides investment advisory services for high-net-worth, multi-gen...

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

Punch & Associates Investment Management, Inc. is an independent, SEC-registered investment adviser based in Edina, Minnesota founded in 2002. Punch & Associates Investment Management, Inc. provides i...

Unclaimed
Company size: 51-200

Quad City Bank & Trust is a community bank, With access to local decision making, they provide responsive, customized solutions and the latest in financial services and technology to fit the ever evol...

Quilter reviews
Quilter
Unclaimed
Unclaimed
Company size: 1001-5000
AUM: $50B+

Quilter is a publicly traded investment management firm based in London. Quilter focuses on providing investments, investment advisory services, and wealth management services for high net worth and a...

Unclaimed
Company size: 1001-5000

Quintet Private Bank is a private bank based in Luxembourg founded in 1949 operating under the supervision of the European Central Bank. Quintet provides a banking and wealth management services in p...

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

Radnor Financial Advisors, LLC is a registered investment adviser based in Wayne Pennsylvania. Radnor Financial Advisors, LLC provides fee-only investment management services, financial planning servi...

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

Radnor Wealth Advisors is an independent financial services firm based in Wayne, Pennsylvania. Radnor Wealth Advisors provides consolidated asset management and financial planning services.

Raffa Investment Advisers offers investment advisory services for nonprofits, associations, and select families and individuals. In addition, Raffa Investment Advisers offers retirement plan consulti...

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