Companies similar to BALDWIN MANAGEMENT
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  • www.baldwinmgt.com
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Baldwin Investment Management, LLC. is registered as an investment adviser with the United States Securities and Exchange Commission. Baldwin Investment Management, LLC. has made Investment Adviser Notice Filings in Florida, Illinois, New Hampshire,..
Relevance: 32.33892
  • www.bluecypresswealth.com
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Yes, we are. Blue Cypress Wealth Management, LLC is a Registered Investment Adviser (RIA) in the state of Louisiana. Our advisers are Investment Adviser Representatives (IARs) and hold at least a Series 65 license. We have no affiliation with a..
Relevance: 26.83033
  • www.ericksonfinancialgroup.com
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Erickson Financial Group, LLC, is an SEC Registered Investment Adviser. Investment management and financial planning services are provided solely to clients under an advisory services agreement. Our Client Relationship Summary can be found here. Our..
Relevance: 26.773176
  • seinvestmentadvisers.com
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Sports Entertainment Investment Advisers, LLC - a registered investment adviser focused on the sports entertainment investment sectors. (844) 734-2669... Sports & Entertainment Investment Advisers, LLC, headquartered in Montebello, New York, is a..
Relevance: 26.76949
  • flightcapitalmanagement.com
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Flight Capital Management, LLC is a registered investment Adviser providing individuals with an ongoing blend of wealth... Flight Capital Management, LLC ("Flight Capital") is an Investment Adviser registered in the states of Washington and Oregon...
Relevance: 26.763538
  • horizonkinetics.com
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Horizon Kinetics is an independently owned and operated investment adviser. We adhere to a long-term, contrarian, fundamental value investment philosophy... Horizon Kinetics LLC is the parent holding company of Horizon Kinetics Asset Management LLC,..
Relevance: 26.653713
  • www.vista-im.com
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Vista Investment Management, LLC is a registered investment adviser that provides portfolio management services to individual and institutional clients...
Relevance: 26.648067
  • counterpointassets.com
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Counterpoint Asset Management, LLC is a California based Registered Investment Adviser that provides absolute-return focused investment management services...
Relevance: 26.64662
  • www.mittlemanbrothers.com
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Mittleman Investment Management, LLC ("MIM") is an SEC-registered investment adviser that provides discretionary investment management services to institutional investors and high-net-worth individuals...
Relevance: 26.331947
  • www.clarivest.com
An Affiliate of Raymond James Investment Management ©2024 ClariVest Asset Management LLC. All rights reserved. ClariVest Asset Management is the trade name for ClariVest Asset Management LLC, an investment adviser registered with the U.S. Securities..
Relevance: 26.021763
  • 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: 25.828453
  • quinleystewardship.com
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Quinley Stewardship LLC is a licensed investment adviser providing personalized investment management solutions, insight, and accountability to individuals, families, and businesses...
Relevance: 25.671541
  • 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: 25.671059
  • lifeplan-financial.com
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LifePlan Financial, LLC was founded in 2005. We are an independent Registered Investment Adviser. This designation means we have a fiduciary duty to our clients, obligating us to put our clients' best interests ahead of our own... LifePlan..
Relevance: 25.608799
  • bfmcap.com
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BFM Capital is a Boston-based investment manager advising on $3.4B (as of June 30, 2022) assets under management. BFM Capital is a dba operating under Boston Financial Management, LLC. Boston Financial Management, LLC is a SEC registered investment..
Relevance: 25.564102
  • www.journeyadvisory.group
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Journey Advisory Group, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC #801-79934)... Launched in 2013, Journey Advisory Group is a SEC Registered Investment Adviser* specializing in investment management..
Relevance: 25.52625
  • singerwealthmanagement.com
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Singer Wealth Management, LLC is a registered investment adviser. This website is only intended for clients and interested investors residing in states in which the Adviser is qualified to provide investment advisory services... Private,..
Relevance: 25.466843
  • 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: 25.42441
  • www.emccap.com
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EMC Capital Management LLC manages private investment partnerships exclusively for accredited and qualified investors. Our mission is to consistently outperform benchmarks to deliver excess returns over the long-term using innovative quantitative..
Relevance: 25.338413
  • www.cnr.com
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City National Rochdale, LLC, is an SEC-registered investment adviser and wholly owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise. City National Bank and City National..
Relevance: 25.338346
  • optimistcap.com
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Optimist Capital LLC is a Registered Investment Adviser (Fiduciary at all Times) providing Institutional Wealth Management, Portfolio Management, Financial Consulting, Investment Counseling & Advice, as well as Teaching and Research...
Relevance: 25.335646
  • simplicitysolutions.com
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Investment advisory and sub advisory services offered through Simplicity Solutions, LLC, a SEC Registered Investment Adviser. Simplicity Solutions is wholly owned by Simplicity Financial Marketing Holdings, Inc. and an affiliate of Simplicity Wealth,..
Relevance: 25.318254
  • www.cnr.com
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City National Rochdale, LLC, is an SEC-registered investment adviser and wholly owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise. City National Bank and City National..
Relevance: 25.237238
  • www.tonecapital.com
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Tone Capital, LLC is an independent, fee-only Registered Investment Adviser. As such, we accept no third-party compensation and therefore have no product agendas; we act in the client's best interest, always. We offer proprietary ETF-based investment..
Relevance: 25.155596
  • idirectpmfund.com
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The Fund is distributed by iCapital Securities, LLC, an SEC-registered broker-dealer and member of FINRA and SIPC. iCapital Registered Fund Adviser, LLC (the "Adviser"), an affiliate of iCapital Securities, serves as the investment adviser to the..
Relevance: 25.123348
  • www.fortunewealthmanagement.com
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Fortune Wealth Management, LLC is registered with the United States Securities and Exchange Commission as a Registered Investment Adviser. Information found on this site is directed toward U. S. residents only. Fortune Wealth Management, LLC and this..
Relevance: 25.03825
  • pathfinderwealthadvisor.com
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Pathfinder Wealth Advisor is a DBA of Axxcess Wealth Management, LLC Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective..
Relevance: 24.969074
  • www.rinaudocapital.com
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Rinaudo Capital, LLC is a registered investment adviser in Louisiana. We provide portfolio management services to individuals and institutions...
Relevance: 24.964249
  • baldwinwealthmanagement.com
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Baldwin Wealth Management, LLC, (BALDWIN) was founded by Richard Baldwin. The firm focuses its expertise on meeting the investment needs of multiple generations of high-net-worth families including related entities such as trusts, pension plans,..
Relevance: 24.946148
  • www.investorprotectionservices.com
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Investor Protection & Management Services, LLC, is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment..
Relevance: 24.907639