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Investment Management (Service Type: Wealth Management)

Service Categories1
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AUM
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1585 results found
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Investment Management
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CaixaBank SA reviews
CaixaBank SA
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Company size: 5000+
Total Assets: $50B+

CaixaBank is a leading global financial services institution based in Spain. CaixaBank provides a broad suite of retail and commercial banking services including mortgage, consumer lending and busines...

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

Caliber Financial Partners is a financial advisory and wealth management firm based in Jersey City, New Jersey founded in 2013. Caliber Financial Partners provides customized financial planning, portf...

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

Caliber Wealth Management, LLC is an independent, SEC-registered investment adviser based in Caliber Wealth offers investment management services to individuals, high net worth individuals, trusts, es...

Maloon, Powers, Pitre, and Higgins, LLC d/b/a California Financial Advisors is a registered investment advisor based in San Ramon, California. California Financial Advisors provides financial plannin...

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

Callahan Capital Management is an independent, SEC-registered investment adviser based in Steamboat Springs, Colorado founded in 1995. Callahan Capital Management provides investment advisory services...

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

Callan Capital, LLC is an independent, SEC-registered investment adviser based in La Jolla, California founded in 2007. Callan Capital, LLC provides investment management advisory services, financial...

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

Cambridge Financial & Tax Advisors, LLC is an SEC registered investment advisor based in Gahanna, Ohio. Cambridge Financial & Tax Advisors, LLC is a fee-only financial planning and investment advisory...

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

Cambridge Financial Group, LLC is an independent fee-only financial planning firm based Tucson, Arizona and founded in 2001. Cambridge Financial Group, LLC provides financial planning and investme...

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Company size: 1001-5000
AUM: $50B+

Cambridge Investment Group, Inc. is the sole owner of Cambridge Investment Research Advisors, Inc., an SEC-registered investment adviser with its headquarters in Fairfield, Iowa, since 2005. Cambridge...

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

Cambridge Wealth Advisors, LLC d/b/a Cambridge Retirement Partners is an SEC registered investment advisor based in Atlanta, Georgia and founded in 2008. Cambridge Retirement Partners provides invest...

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