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Bridgeway Capital Management Inc. ("Bridgeway") is a U.S. asset manager based in Houston, Texas offering statistically driven institutional investment strategies, mutual funds, and sub-advisory services. Bridgeway specializes in domestic equities, and is the adviser for Bridgeway Funds, the company's family of nine no-load mutual funds.
Montrose is a neighborhood located in west-central Houston, Texas, United States.Montrose is a 7.5-square-mile (19 km 2) area roughly bounded by Interstate 69/U.S. Highway 59 to the south, Allen Parkway to the north, South Shepherd Drive to the west, and Taft to Fairview to Bagby to Highway 59 to Main to the east. [1]
First Command provides personalized services through locally based trained and licensed Financial Advisors and through its Home Office in Fort Worth, Texas. The company has a long history of working with military officers and currently offers advice on securities, with an emphasis on mutual funds, annuities, life insurance, and municipal funds ...
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The personal financial planning process is described in ISO 22222:2005 as consisting of six steps: [1] Establishing and defining the client and personal financial planner relationship; Gathering client data and determining goals and expectations; Analysing and evaluating the client's financial status; Developing and presenting the financial plan
LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, [4] over US$1 trillion in advisory and brokerage assets, [5] and generated approximately $10.3 billion in annual revenue for the 2023 fiscal year. [6]
The Montrose District was a management district located in Houston, Texas, United States. [1] The land was governed by the Montrose Management District. The approximate boundaries of the district were Dallas Street (north), U.S. Route 59 (Southwest Freeway) (South), Montrose Boulevard (west), and Burlington and Taft Streets (East).
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