Relazioni attive
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| Bill Schultheis | M | 64 |
Soundmark Wealth Management LLC
 Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | 25 anni |
| Kaliko Michelle Veiseh | F | 45 |
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | 21 anni |
Grafico relazionale
Relazione in diverse aziende
Statistiche
| Paese | Relazioni | % del totale |
|---|---|---|
| Stati Uniti | 2 | 100.00% |
Età delle relazioni
Attive
Scorse
Uomo
Donna
Amministratori
Dirigenti
Provenienza delle relazioni
- Borsa valori
- Insiders
- Ben Hicks
- Contatti personali
