Companies similar to SMARTPLAN
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  • www.electrum-group.com
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The Electrum Group LLC is a New York-based registered investment adviser founded and led by Thomas S. Kaplan, a natural resources entrepreneur and investor. Electrum makes strategic investments principally in high-quality precious metals assets and..
Relevance: 20.79124
  • www.pleion.mu
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PLEION Investment Adviser Ltd is an Independent Wealth Management company, licensed in 2009 as an Investment Adviser (unrestricted) bearing Licence No. C109007763 and regulated by the Financial Services Commission, Mauritius... PLEION Investment..
Relevance: 20.760605
  • www.alphainvestmentssolutions.com
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These pages do not offer personal advice, and the information on these pages is not suitable for all investors. By clicking accept or continuing to browse these pages, you confirm that you are a person falling within the following categories of an..
Relevance: 20.747997
  • www.kaiju.ai
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The Fund is distributed by Quasar Distributors, LLC. Exchange Traded Concepts, LLC (the "Adviser") serves as the Fund's investment adviser. Kaiju ETF Advisors, LLC (the "Sub-Adviser") serves as the Fund's investment sub-adviser... We are a group of..
Relevance: 20.737404
  • www.curvecapitalgroup.com
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Curve Capital LLC is a registered investment adviser that manages macro and fixed income relative value strategies, as the general partner to Curve Capital Partners LP and within separately managed accounts. Our investor base includes both high net..
Relevance: 20.606071
  • saveyourbenefits.com
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Follow-up, individualized responses to email requests that involve the rendering of personalized investment advice for compensation will not be made absent compliance with state investment adviser registration requirements, or an applicable exemption..
Relevance: 20.491074
  • ccm.investments
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CCM Investment Management is a Registered Investment Adviser established in 2017. As an Investment Adviser, CCMIM provides portfolio management, investment advice, and financial planning on an assets under management and fee for service basis. CCMIM..
Relevance: 20.484701
  • www.albertpaula.com
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Albert Paula is registered as an Investment Adviser Representative, IAR, of Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA. As such, these services are strictly intended for individuals residing..
Relevance: 20.436256
  • www.gladstonesecurities.com
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Gladstone Securities, LLC is the investment banking affiliate of Gladstone Management Corporation, an investment adviser firm headquartered in the Washington, DC area with offices in New York, Texas, Washington, Illinois and California... Gladstone..
Relevance: 20.407509
  • www.ttvalueinvesting.com
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T&T Capital Management is founded by veteran value investor, Tim Travis; he is also our CEO and Chief Investment Officer. Our investment philosophies are inspired by the likes of Warren Buffett, Benjamin Graham, Martin Whitman, Bruce Berkowitz, and..
Relevance: 20.282839
  • covestreetcapital.com
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Cove Street Capital - Small Cap, Classic Value Investment Strategies based in El Segundo, CA , Los Angeles... Cove Street Capital, LLC (CSC) is a Los Angeles area, SEC registered investment adviser founded by veteran value investor Jeffrey..
Relevance: 20.201973
  • sraco.com
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Sarofim Realty Advisors is an SEC Registered Investment Adviser founded in 1982. We provide real estate investment management services and partner with a number of long-term clients. The firm invests alongside our clients, which include a diverse and..
Relevance: 20.175055
  • www.mimcoglobal.com
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*Meta Investment Management Company LLC ("MIMCO") is an Investment Adviser whose investment advice is exclusively provided through this website, except that the investment adviser may provide investment advice to fewer than 15 clients through other..
Relevance: 20.158478
  • advisor123.com
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Advisor 123, LLC is a registered investment adviser. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and..
Relevance: 20.126583
  • www.finvesteducation.com.au
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Finvest was created to provide property investment education; to pass on those skills, and to ensure that others benefit from the methods and approach that we have developed. These are the same methods that we have used to build our portfolio of more..
Relevance: 20.088297
  • 1834investmentadvisors.com
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1834 Investment Advisors Co. is an SEC registered investment adviser and wholly owned subsidiary of Old National Bancorp, a publicly traded bank holding company. Registration of an investment adviser does not imply any level of professional..
Relevance: 20.080294
  • www.bam-global.com
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BAM Asset Management is an independent advisory company that performs consulting on financial planning and informs that it does not recommend, sell or distribute shares in investment funds or any other security. The information contained in this..
Relevance: 20.054186
  • www.sanderwealthmanagement.com
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Stifel, Nicolaus & Company, Incorporated is a full-service securities brokerage, investment banking, trading, and investment advisory firm founded in 1890. The company is a registered investment adviser with the U.S. Securities and Exchange..
Relevance: 20.045637
  • www.corecam.com
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Corecam is the family office arm of Corecam Investment Group. Since its creation in 2009, Corecam grew to become a leading investor with global perspectives across liquid asset classes as well as direct investments in real assets. We specialize in..
Relevance: 20.040747
  • www.edwardshummelgroup.com
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Stifel, Nicolaus & Company, Incorporated is a full-service securities brokerage, investment banking, trading, and investment advisory firm founded in 1890. The company is a registered investment adviser with the U.S. Securities and Exchange..
Relevance: 20.016378
  • www.palmersquarebdc.com
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Palmer Square Capital BDC Inc. (NYSE: PSBD) is a business development company (BDC) that primarily invests in corporate debt securities across private companies in the U.S. through broadly-syndicated loans (BSLs) and large cap direct lending. We are..
Relevance: 20.00504
  • ebi.co.uk
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EBI was built upon the foundation of a wealth management business, so we have the adviser experience in mind. We take as much administration away from the adviser as possible, so you can focus on doing what you're best at - providing the best outcome..
Relevance: 19.992249
  • www.roubwealthmanagement.com
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Stifel, Nicolaus & Company, Incorporated is a full-service wealth management and investment banking firm founded in 1890. Our philosophy on investing is grounded on a more than 130-year-old tradition of trust, understanding, and solid, studied..
Relevance: 19.980087
  • www.sandscapital.com
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This investment strategy is executed by Sands Capital Ventures, LLC, an affiliate of Sands Capital Management, LLC. Sands Capital Management is the investment adviser that provides Sands Capital's Public Growth investment strategies. Sands Capital..
Relevance: 19.970493
  • jeffryw.wixsite.com
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Weldon & Weldon Financial Coaching Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law... All written content on this site is for information purposes..
Relevance: 19.9233
  • www.advantagewealthmanagement.com
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Advantage Wealth Management is a service oriented, customer first, financial services company. We take pride in our personal, professional service that we provide to our valued clients... Advantage Wealth Management, L.L.C. and Theresa Aguillard are..
Relevance: 19.901546
  • www.bulldoginvestmentconsulting.com
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Stifel, Nicolaus & Company, Incorporated is a full-service securities brokerage, investment banking, trading, and investment advisory firm founded in 1890. The company is a registered investment adviser with the U.S. Securities and Exchange..
Relevance: 19.898405
  • www.davidatstifel.com
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Stifel, Nicolaus & Company, Incorporated is a full-service securities brokerage, investment banking, trading, and investment advisory firm founded in 1890. The company is a registered investment adviser with the U.S. Securities and Exchange..
Relevance: 19.860756
  • www.unioncapital.com
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Union Capital Company is registered with the Securities and Exchange Commission (SEC) as a broker-dealer and investment adviser, and is a member firm of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection..
Relevance: 19.802486
  • www.reinopartners.com
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REINO Capital is an exchange-listed group consisting of entities involved in investments and fund management on the commercial property market... Founded in 2010, REINO Partners is part of REINO Capital, an investment and property group listed on..
Relevance: 19.789251