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Brian Lomax
Gestore di Portafoglio-Azioni presso Wealth Enhancement Advisory Services LLC
Posizioni attive di Brian Lomax
Società | Posizione | Inizio | Fine |
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Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Gestore di Portafoglio-Azioni | 01/11/2020 | - |
Storia della carriera di Brian Lomax
Formazione di Brian Lomax
Queen's University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Canada | 2 |
Stati Uniti | 2 |
Posizioni
Undergraduate Degree | 1 |
Portfolio Manager-Equities | 1 |
Settori
Consumer Services | 2 |
Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |
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