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Investment Management
Wealth 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: 1-10
AUM: Up to $2B

Inlet Private Wealth, LLC is an independent, SEC registered investment adviser based in Jupiter, Florida founded in 2018. Inlet Private Wealth, LLC provides investment advisory services including port...

Unclaimed
Company size: 51-200
AUM: $25B - $50B

Innovest Portfolio Solutions is a fee only investment firm that provides investment management services for family, individual, family office, nonprofit, retirement plan clients.

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

Insigneo is an investment advisory firm that provides wealth planning and insurance, trading, performance reporting, investment advisory, investment management and cash management services.

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

Inspire Financial Planning is an independent financial planning firm based in Wilmington, North Carolina founded in 2018. Inspire Financial Planning provides financial planning and wealth management ...

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

Integral Investment Advisors, Inc. d/b/a Integral Wealth Management is an independent, SEC-registered investment adviser based in Turlock, California founded in 2008. Integral Wealth Management provid...

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

Integras Partners, LLC is an independent, SEC-registered investment adviser based in Alpharetta, Georgia founded in 2010. Integras Partners, LLC provides financial planning, portfolio management and...

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

Integrated Wealth Management, LLC is an independent, SEC-registered investment adviser based in Portsmouth, New Hampshire founded in 1993. Integrated Wealth Management, LLC provides asset management s...

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

Integrity Advisory, LLC is an independent, SEC-registered investment adviser based in Overland Park, Kansas founded in 2005. Integrity Advisory, LLC investment advisory services, financial consulting...

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

Intellectus Partners, LLC is an independent, SEC-registered investment adviser based in San Francisco, California founded in 2014. Intellectus Partners, LLC provides investment advisory services to ...

Unclaimed
Company size: 501-1000
AUM: $50B+

Interactive Investor is a leading,United Kingdom-based investment platform that provides execution-only products and services to facilitate trading and investing in shares, funds, exchange traded fund...

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