Investment Management (Service Type: Wealth Management)

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Showing 131 – 140  of 1,459  Firms
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$2B - $5B
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Alpine Bank
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company sizeСompany size: 501-1000
company sizeСompany size: 501-1000
Alpine Bank is a state-chartered, independent community bank based in Glenwood Springs, Colorado founded in 1980. Alpine Bank provides business and personal banking services including mortgages, auto loans, personal loans, credit cards...
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locationPurchase, New York
company sizeСompany size: 11-50
AUMAUM: Up to $2B
locationPurchase, New York
company sizeСompany size: 11-50
AUMAUM: Up to $2B
Alpine Woods Capital Investors owns Saxon Woods Advisors, LLC which is an SEC registered investment adviser based in Purchase, New York founded in 1999. Saxon Woods Advisors, LLC provides portfolio management services to individuals, h...
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Featured Listings
company sizeСompany size: 11-50
AUMAUM: Up to $2B
company sizeСompany size: 11-50
AUMAUM: Up to $2B
ALPS Advisory is an independent wealth advisory firm based in Hong Kong founded in 2003. ALPS Advisory provides investment planning, portfolio monitoring, family office services, and other services for clients.
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locationDoha, Qatar
AUMAUM: Up to $2B
Al Rayan Investment LLC is a well-recognized financial institution focused on investment banking and asset management. Al Rayan Investment was the first Shari’a compliant institution authorised by the Qatar Financial Centre Regulatory...
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locationChicago, Illinois
company sizeСompany size: 51-200
AUMAUM: $5B - $10B
locationChicago, Illinois
company sizeСompany size: 51-200
AUMAUM: $5B - $10B
Altair Advisers LLC is an independent, SEC-registered investment adviser based in Chicago, Illinois founded in 2002. Altair Advisers LLC provides investment management and consulting services including investment policy creation, asset...
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locationAsheville, North Carolina
company sizeСompany size: 1-10
AUMAUM: Up to $2B
locationAsheville, North Carolina
company sizeСompany size: 1-10
AUMAUM: Up to $2B
Altamont Capital Management, L.L.C. is an independent, SEC-registered investment adviser based in Asheville, North Carolina founded in 2001. Altamont Capital Management, L.L.C. provides investment management advisory services, financia...
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locationNew York, New York
company sizeСompany size: 51-200
AUMAUM: Up to $2B
locationNew York, New York
company sizeСompany size: 51-200
AUMAUM: Up to $2B
Altfest is an investment advisory firm focused on providing comprehensive wealth management services, including investment management, retirement planning, insurance and tax & estate advisory services.
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locationPurchase, New York
company sizeСompany size: 11-50
AUMAUM: Up to $2B
locationPurchase, New York
company sizeСompany size: 11-50
AUMAUM: Up to $2B
Altium is an SEC Registered Investment Adviser that provides wealth advisory services principally for high net worth clients.
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locationChicago, Illinois
company sizeСompany size: 1-10
AUMAUM: Up to $2B
locationChicago, Illinois
company sizeСompany size: 1-10
AUMAUM: Up to $2B
Altman Advisors is a multi-family office providing comprehensive planning and portfolio management services to high-net-worth clientele, and traces its history of serving clients back over 40 years.
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locationLexington, Massachusetts
company sizeСompany size: 1-10
AUMAUM: Up to $2B
locationLexington, Massachusetts
company sizeСompany size: 1-10
AUMAUM: Up to $2B
Altschuler Financial Services is an independent, SEC registered investment adviser based in Lexington, Massachusetts founded in 1994. Altschuler Financial Services offers investment advisory services to retail investors including indiv...
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