All listings in Roanoke

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Roanoke

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locationRoanoke, Virginia
company sizeСompany size: 1-10
AUMAUM: Up to $2B
locationRoanoke, Virginia
company sizeСompany size: 1-10
AUMAUM: Up to $2B
Augusta Capital, LLC is an independent, fee-only registered investment advisor based in Roanoke, Virginia founded in 2021. Augusta Capital, LLC offers investment advisory services to individuals, high net worth individuals, trusts, an...
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locationRoanoke, Virginia
company sizeСompany size: 1-10
locationRoanoke, Virginia
company sizeСompany size: 1-10
Bundy Group is a boutique investment bank specializing in representing clients in the lower middle market ($100 million or less in revenues). Bundy Group's primary services include advising owners in the sale or acquisition of a busine...
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Dixon, Hubard, Feinour & Brown is a investment management firm based in Roanoke, United States. Dixon, Hubard, Feinour & Brown provides multi-family office institutional services services for high new worth families, foundations and en...
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locationRoanoke, Virginia
company sizeСompany size: 1-10
AUMAUM: Up to $2B
locationRoanoke, Virginia
company sizeСompany size: 1-10
AUMAUM: Up to $2B
Fee-Only Financial Planning, L.C. is a comprehensive financial planning firm that provides holistic planning services based in Roanoke, VA.
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HCO Private Wealth is a investment management firm based in Roanoke, United States. HCO Private Wealth provides multi-family office institutional services services for high new worth families, foundations and endowments, and institutio...
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locationRoanoke Rapids, North Carolina
company sizeСompany size: 11-50
locationRoanoke Rapids, North Carolina
company sizeСompany size: 11-50
New Republic Bank is a locally owned bank. It is a full-service financial institution committed to the growth of the community it serves in north eastern and central North Carolina. Local decision making has been critical to its succes...
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Taylor Financial Group, Inc. is a investment management firm based in Roanoke, United States. Taylor Financial Group, Inc. provides multi-family office institutional services services for high new worth families, foundations and endowm...
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locationRoanoke, Virginia
company sizeСompany size: 1-10
AUMAUM: Up to $2B
locationRoanoke, Virginia
company sizeСompany size: 1-10
AUMAUM: Up to $2B
Valley Wealth Group is a wealth management advisory firm based in Roanoke, Virginia founded in 2015. Valley Wealth Group provides financial and retirement planning services, asset allocation services, estate planning services, insuranc...
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Virginia Capital Strategies is a investment management firm based in Roanoke, United States. Virginia Capital Strategies provides multi-family office institutional services services for high new worth families, foundations and endowmen...
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