Companies similar to FSB FINANCIAL SERVICES
Sign up to Download

1-30 of 5,932,736 results

  • www.parkview.capital
  • 1
  • 9
  • 11
Parkview Ltd is an independent asset management company licenced by FINMA, the Swiss Financial Market Supervisory Authority, based on Art. 17 Financial Institutions Act, FinIA, and supervised by FINcontrol Suisse Ltd, General-Guisan-Strasse 6, 6300..
Relevance: 35.94634
  • tslg-law.com
  • 1
The Securities Law Group is a specialized boutique law firm dedicated exclusively to representing investment advisers... We are a recognized leader in advising and representing separate account managers at both the SEC and the state levels. Our..
Relevance: 34.523445
  • catalystlp.com
  • 1
  • 1
Catalyst Partners Capital Advisors, LLC ("Catalyst Partners") is an investment adviser not registered with the Securities and Exchange Commission (the "SEC") pursuant to the Investment Advisers Act of 1940...
Relevance: 34.02637
  • fsbfs.com
  • 16
  • 1
FSB Premier Wealth Management, Inc. is an investment adviser registered with the SEC under the Investment Advisers Act of 1940, as amended (the "Advisers Act"). However, such registration with the SEC does not imply a certain level of skill or..
Relevance: 33.36427
  • focus1associates.com
  • 13
  • 4
  • 9
Focus 1 Associates LLC specializes in assisting registered investment advisers-institutional, wealth advisers, family offices, and advisers to private funds-with their compliance needs under Rule 206(4)-7 of the Investment Advisers Act of 1940.....
Relevance: 32.35065
  • superstate.co
  • 1
  • 13
Superstate is an asset management firm modernizing the infrastructure of investment funds. We offer investment products that benefit from the speed, programmability, and compliance advantages of blockchain tokenization... Superstate is currently..
Relevance: 32.16524
  • www.ameliorawealth.com
  • 8
  • 8
  • 10
Ameliora Wealth Management Ltd. is a truly independent Swiss based investment adviser exclusively servicing US persons by safeguarding and diversifying their wealth internationally... Ameliora Wealth Management Ltd. is registered as an investment..
Relevance: 32.022507
  • proxyvoteplus.com
  • 1
  • 1
  • 5
ProxyVote Plus LLC (PVP) was established in 2002. Since its inception, ProxyVote has been focused on providing high-quality, fiduciary proxy advisory services to Taft-Hartley pension plans. The firm is registered with the SEC as an investment adviser..
Relevance: 31.049719
  • www.ssa-wa.com
  • 1
  • 1
We combine the advantages of an independent investment advisor with the stability of being backed by Santander Group, one of the world's top financial institutions... As an independent investment advisor, we are registered both in Switzerland as a..
Relevance: 30.99284
  • www.trebuchetconsulting.com
  • 2
  • 1
Trebuchet Consulting, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission ("SEC") under the Investment Advisers Act of 1940. The information contained herein should not be construed as a solicitation to effect, or..
Relevance: 30.455536
  • www.masterscapital.com
  • 2
  • 17
Founded in 1994 and capitalized in 1995 by Michael W. Masters, Masters Capital Management is an investment management firm based in Atlanta, Georgia... Masters Capital Management, LLC (the "Adviser" or "Firm") is an investment management firm..
Relevance: 29.97365
  • www.aileronconsult.com
  • 1
  • 1
Aileron LTD was established in 1993 to provide independent investment consulting services and is a registered investment advisor. We work with institutional clients such as Foundations, Endowments, Healthcare and charitable organizations to help them..
Relevance: 27.819021
  • drhinvestments.com
  • 1
  • 4
DRH Investments is currently registered as an investment adviser with the SEC. This registration does not imply a certain level of skill or training. DRH Investments may refer to itself as a "registered investment adviser" in materials distributed to..
Relevance: 27.811419
  • www.secadvisorsearch.com
Who can you search on? The United States Security and Exchange Commission (SEC) provides a searchable database with detailed information on three kinds of investment advisers: Investment Adviser Representatives (IARs) Investment Adviser Firms Exempt..
Relevance: 26.901655
  • www.303capital.com
  • 7
  • 1
  • 5
303 Alternatives, LLC is an SEC registered broker dealer and a member of FINRA and SIPC. 303 Securities, LP is a NYSE ARCA regulated broker dealer engaged in proprietary trading. 303 Capital Partners, LLC is a CFTC registered Commodity Pool Operator..
Relevance: 26.871431
  • biscayneamericas.com
  • 1
  • 2
BiscayneAmericas Advisers ("BA") is an SEC regulated institutional investment advisor headquartered in Miami Florida since 1999 that has traditionally managed client centric investment models...
Relevance: 26.684217
  • providencecapitaladvisors.com
  • 1
  • 1
  • 13
Providence Capital Advisors (PCA) is an SEC registered investment adviser located in Charlotte, NC. PCA and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in..
Relevance: 26.54628
  • fria.us
  • 1
  • 1
  • 7
FitzRoy Investment Advisors is a multi-family office based in Miami, Florida. We are an independent firm that provides investment advice to high net-worth families and individuals... FitzRoy Investment Advisors LLC is an SEC-registered firm and..
Relevance: 26.510925
  • www.descott.com
  • 1
  • 1
  • 3
We are a regulatory consulting practice specializing in SEC compliance requirements for registered investment advisers and mutual funds. Founded by David E. Scott in December of 2005, D.E. Scott & Associates serves as a valuable resource in helping..
Relevance: 26.410025
  • www.chicagoatlantic.com
  • 15
  • 72
Chicago Atlantic Advisers, LLC, an affiliate of Chicago Atlantic Group, LP, is an SEC-registered investment adviser... Chicago Atlantic is a private market investment firm combining deep expertise with an entrepreneurial approach to multi-asset..
Relevance: 25.910105
  • pleasebeinformed.com
The USA's Securities and Exchange Commission has issued civil proceedings against five broker-dealers, three dually registered broker-dealers and investment advisers, and two affiliated investment advisers for widespread and longstanding failures to..
Relevance: 25.891994
  • www.reallocate.com
ReAllocate Advisors, LLC ("Adviser"), an affiliate of RealCrowd, is registered with the United States Securities and Exchange Commission ("SEC") as an investment advisor under the Investment Advisers Act of 1940. Financial advisory services are only..
Relevance: 25.6008
  • www.foresightgroup.eu
  • 11
  • 8
  • 3
Foresight Group LLP has been authorised as a Full-Scope Alternative Investment Fund Manager ("AIFM") with the Financial Conduct Authority ("FCA") since 2001 and the US Securities and Exchange Commission ("SEC") since 2021 and acts as AIFM and..
Relevance: 25.4538
  • www.kellnercap.com
  • 2
  • 1
  • 1
Kellner Capital is a trade name for the family of affiliated companies under the common control of Kellner Capital, LLC. Kellner Management, LP and Kellner Private Fund Management, LP, each SEC registered investment advisers, provide investment..
Relevance: 25.211164
  • lapistonelaw.com
  • 1
  • 1
We advise wealthy families on dynasty trusts, foundations, family offices, and investments to accomplish their business, investment, and philanthropic objectives... We advise investment advisers, broker-dealers, commodity pool operators, commodity..
Relevance: 24.754284
  • www.sterlingfg.com
  • 7
  • 1
  • 7
Sterling Financial Group, Inc. ("Sterling Financial") is an SEC-registered investment adviser located in Pasadena, California. Sterling Financial and its representatives are in compliance with the current registration and notice filing requirements..
Relevance: 24.74399
  • www.sevenpost.com
  • 1
  • 3
Seven Post Investment Office, LP ("Seven Post") is an SEC registered investment adviser with its principal place of business in the State of California. Registration with the SEC does not imply a certain level of skill or training. Seven Post and its..
Relevance: 24.74214
  • www.siligmueller.com
  • 4
  • 3
  • 3
To ensure we maintain a high level of service and intimate awareness of our clients, the minimum investment threshold for our clients is $1,000,000 or more. SNWA operates on a fee-only basis, with no commissions... SNWA is not part of a brokerage..
Relevance: 24.731499
  • www.vandernoordfinancial.com
  • 1
  • 2
As a Registered Investment Adviser (RIA), Van Der Noord Financial Advisors, Inc. must adhere to the fiduciary standard of care laid out in Section 206 of Investment Advisers Act of 1940. This standard requires RIAs and their representatives to act..
Relevance: 24.626139
  • www.nufi.com
  • 1
  • 2
The Shares of any Fund have not been approved or disapproved by the Securities and Exchange Commission, are not registered under the Securities Act of 1933 (the "Securities Act"), the Investment Company Act of 1940 (the "Investment Company Act"), or..
Relevance: 24.416191