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James Joseph Puplava (born 1950 [3]) is an investment analyst, financial planner and financial podcast host born in Gary, Indiana. [4] He is the founder and president of Financial Sense Wealth Management. He is also chief author and host for the Financial Sense Newshour. His companies manage $500 million for more than 825 clients. [5]
The origins of Aristotle can be traced back to its predecessor, Metropolitan West Capital Management (MWCM), a large-cap equity value investing business under Metropolitan West Financial. It was founded by Howard Gleicher, Gary Lisenbee and Steve Borowski in 1997. [2] The three of them were previously principals at Palley-Needelman Asset ...
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.
William Lewis Moody Jr. (January 25, 1865 – July 21, 1954) [1] [2] [3] was an American financier and entrepreneur from Galveston, Texas, who founded a private bank, an insurance company, and one of the largest charitable foundations in the United States. [4]
Edelman Financial Engines is an American financial planning and investment advisory company. As of December 31, 2023, it has more than $270 billion in assets and more than 1.3 million clients. [6] [7] The company was formed by the 2018 merger of Financial Engines (founded in 1996) and Edelman Financial Services (founded in 1986).
Madoff was the investment adviser over all the $300 million Maxam Absolute Return Fund's assets. Maxam was scheduled to receive $2.8 million for investing $280 million in 2008. The Town of Fairfield, Connecticut, invested in Madoff through the Return Fund created by Maxam Capital Management LLC, based in Darien, Connecticut. The Maxam fund in ...
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related to: financial sense wealth management llc longwood gardens texas- 4021 Kennett Pike, Wilmington, DE · Directions · (302) 622-3600
findanadvisor.retirementplanning.net has been visited by 10K+ users in the past month