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IIFL Wealth Management Ltd. is an Indian wealth management firm, [3] [4] [5] headquartered in Mumbai, India. The company has a presence in 7 countries and 23 locations in India. [ 6 ] It offers wealth management , asset management , portfolio management services, investment products, treasury services, estate planning and lending among others.
Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...
ET Money is an Indian fintech and wealth management platform which was founded in 2015 . [2] It offers a variety of financial products and services, including mutual funds, insurance, fixed deposits, NPS and SIPs. [3] The investments tracked and managed on the app is US$3 billion (₹ 22,500 crore) as of March 2022. [1]
Kimberly Hunter, Private Wealth Financial Advisor, Managing Director – Investments, Wells Fargo Advisors Kimberly Hunter Kimberly, Ryan (24) and Tyler (19) live in Santa Rosa, California.
Focus Financial Partners Inc. is an American company that invests in independent, fiduciary wealth management firms, being listed on the Nasdaq under the ticker symbol FOCS. Headquartered in New York City , it was incorporated in 2004 by Ruediger (Rudy) Adolf , Rajini Kodialam and Leonard (Lenny) Chang.
Bankrate’s financial advisor matching tool can help you find an advisor in your area. Active vs. passive. One of the biggest differences in investment styles is between an active and passive ...
Catalpa Capital Advisors Joseph McAlinden Active 2007–Present Centurion Global Advisors Michael Popow Inactive 2007–2018 DLH Capital David Henle Active 2005–Present Eastern Advisors Scott Booth Inactive 2003–2013 Emerging Sovereign Group Kevin Kenny, Jason Kirschner & Mete Tuncel Inactive 2002–2018 Fox Point Fund Charles Anderson Active
Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States.
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