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Relazione in diverse aziende
Relazioni precedenti
Nome | Sesso | Età | Società collegate | Collaborazione |
---|---|---|---|---|
Marty Kossoff | M | - |
Allegiant Private Advisors LLC
![]() Allegiant Private Advisors LLC Investment ManagersFinance Allegiant Private Advisors LLC (Allegiant) is a wealth management firm headquartered in Sarasota, Florida. The firm was founded by Marty Kossoff in 2014 as Kerkering Barberio Financial Services (KBFS) and rebranded as Allegiant Private Advisors in 2015. They were acquired by Mariner Wealth Advisors LLC in 2021. Allegiant provides customized wealth management solutions for high-net-worth individuals, families, entrepreneurs, non-profit organizations, and foundations. | 7 anni |
Ben Jones | M | - |
Allegiant Private Advisors LLC
![]() Allegiant Private Advisors LLC Investment ManagersFinance Allegiant Private Advisors LLC (Allegiant) is a wealth management firm headquartered in Sarasota, Florida. The firm was founded by Marty Kossoff in 2014 as Kerkering Barberio Financial Services (KBFS) and rebranded as Allegiant Private Advisors in 2015. They were acquired by Mariner Wealth Advisors LLC in 2021. Allegiant provides customized wealth management solutions for high-net-worth individuals, families, entrepreneurs, non-profit organizations, and foundations. | 16 anni |
Will Geisdorf | M | - |
Allegiant Private Advisors LLC
![]() Allegiant Private Advisors LLC Investment ManagersFinance Allegiant Private Advisors LLC (Allegiant) is a wealth management firm headquartered in Sarasota, Florida. The firm was founded by Marty Kossoff in 2014 as Kerkering Barberio Financial Services (KBFS) and rebranded as Allegiant Private Advisors in 2015. They were acquired by Mariner Wealth Advisors LLC in 2021. Allegiant provides customized wealth management solutions for high-net-worth individuals, families, entrepreneurs, non-profit organizations, and foundations. | 1 anni |
Statistiche
Paese | Relazioni | % del totale |
---|---|---|
Stati Uniti | 3 | 100.00% |
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