![Brett Shane Bernstein](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Brett Shane Bernstein
Algemeen Directeur bij XML Financial Group LLC
Momenteel actieve connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Robert D. Kantor | M | - |
XML Financial LLC
![]() XML Financial LLC Investment ManagersFinance XML Financial LLC (XML) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Robert Kantor and Brett Bernstein in 2016. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). XML offers portfolio management services, both on a discretionary and non-discretionary basis, wrap fee programs, financial planning, investment advisory consulting and retirement plan advisory services to retail investors and other types of clients.
XML Financial Group LLC
![]() XML Financial Group LLC Miscellaneous Commercial ServicesCommercial Services XML Financial Group LLC provides financial and wealth management services. It offers advisor consulting, financial planning, investment management, and trust services. The company was founded by Robert D. Kantor, Michael Patrick Jacobs and Brett Shane Bernstein in 2004 and is headquartered in Rockville, MD. | 20 jaar |
Curtis Congdon | M | - |
XML Financial Group LLC
![]() XML Financial Group LLC Miscellaneous Commercial ServicesCommercial Services XML Financial Group LLC provides financial and wealth management services. It offers advisor consulting, financial planning, investment management, and trust services. The company was founded by Robert D. Kantor, Michael Patrick Jacobs and Brett Shane Bernstein in 2004 and is headquartered in Rockville, MD. | - |
Todd Kullen | M | - |
XML Financial Group LLC
![]() XML Financial Group LLC Miscellaneous Commercial ServicesCommercial Services XML Financial Group LLC provides financial and wealth management services. It offers advisor consulting, financial planning, investment management, and trust services. The company was founded by Robert D. Kantor, Michael Patrick Jacobs and Brett Shane Bernstein in 2004 and is headquartered in Rockville, MD. | - |
Relatiegrafiek
Connectie in verschillende bedrijven
Statistieken
Land | Connecties | % van het totaal |
---|---|---|
Verenigde Staten | 3 | 100.00% |
Ouderdom van de connecties
Actief
Verleden
Man
Vrouw
Besturend
Uitvoerend
Oorsprong van de connecties
- Beurs
- Insiders
- Brett Shane Bernstein
- Persoonlijk netwerk