Oorsprong van het eerstegraads netwerk van Bill Billimoria
Entiteit | Type entiteit | Industrie | |
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Summit Wealth Management, Inc.
Summit Wealth Management, Inc. Investment ManagersFinance Founded in 1987, Summit Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of National Advisory Services, Inc. The firm provides wealth management and investment management services primarily to individuals. They also provide investment management services to other types of clients such as charitable organizations, trusts, foundations, pension and profit-sharing plans and business entities.
6
| Extinct | Investment Managers | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Bill Billimoria via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Portfolio Manager-Equities | |
Stony Brook University | College/University | Doctorate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree | |
Beloit College | College/University | Undergraduate Degree | |
Summit Wealth Partners, Inc.
Summit Wealth Partners, Inc. Investment ManagersFinance Summit Wealth Partners, Inc. provides investment advisory services. Its services include wealth management, investment management, financial planning, and business solutions. The company was founded in 1983 and is headquartered in Orlando, FL. | Investment Managers | Chief Executive Officer | |
The Glowacki Group LLC
The Glowacki Group LLC Investment ManagersFinance The Glowacki Group LLC provides investment advisory services. It offers portfolio design and wealth management, financial analysis, estate planning and family office services. The company was founded by Michael V. Glowacki and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
California Lutheran University | College/University | Masters Business Admin | |
Ascendant Capital Management LLC
Ascendant Capital Management LLC Investment ManagersFinance Ascendant Capital Management LLC (ACM) is an independent investment management firm headquartered in Los Angeles, California. The firm was founded by Jordan Kahn in 2014. ACM offers investment funds for individual and institutional investors. | Investment Managers | Chief Executive Officer | |
Beverly Investment Advisors LLC
Beverly Investment Advisors LLC Investment ManagersFinance Part of Canon J. Beverly Investment Advisors LLC is based in Beverly Hills, CA and is led by Ms. Price, who has over thirty years of experience in the financial services industry. Price, Inc., Beverly Investment Advisors is an independent investment advisory firm that provides objective advice for high net-worth individuals and corporate entities. The firm offers asset management, retirement planning, and pension consulting services. The firm also handles 401(k) plans, including design, implementation, and ongoing advice for plan participants. Beverly Investment Advisors is an accredited asset management specialist and a member of the Financial Planning Association. The firm's website provides resources for clients, including research and monitoring providers, and a client relationship summary. | Investment Managers | Corporate Officer/Principal | |
Stuart School of Business | College/University | Graduate Degree | |
The University of Colorado | College/University | Undergraduate Degree | |
HCR Wealth Advisors
HCR Wealth Advisors Investment ManagersFinance HCR Wealth Advisors (HCR) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Gregory S. Heller in 1988. HCR provides advisory services to individual and institutional clients. | Investment Managers | Chief Investment Officer | |
AXS Investments LLC
AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Investment Managers | Portfolio Manager-Equities |
Statistieken
Internationaal
Verenigde Staten | 17 |
Sectoraal
Finance | 10 |
Consumer Services | 8 |
Operationeel
Portfolio Manager-Equities | 8 |
Corporate Officer/Principal | 5 |
Undergraduate Degree | 3 |
Graduate Degree | 2 |
Chief Executive Officer | 2 |
Sterkste connecties
Insiders | |
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Jordan Lindsay Kahn | 7 |
Jon W. Courtney | 6 |
Mitch L. Levin | 5 |
Robert Carter | 2 |
Dave Gearhart | 1 |
David Beatson | 1 |
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