Provenienza dei contatti di primo grado di Curtis Congdon
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
XML Financial Group LLC
 XML Financial Group LLC Miscellaneous Commercial ServicesCommercial Services XML Financial Group LLC provides financial and wealth management services. It offers advisor consulting, financial planning, investment management, and trust services. The company was founded by Robert D. Kantor, Michael Patrick Jacobs and Brett Shane Bernstein in 2004 and is headquartered in Rockville, MD.
3
| Subsidiary | Miscellaneous Commercial Services | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Curtis Congdon tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Alzheimer’s Association
 Alzheimer’s Association Miscellaneous Commercial ServicesCommercial Services The Alzheimer's Association is based in Chicago, IL and has subsidiaries in the United States. The Alzheimer's Association provides information and resources for Alzheimer's and other dementias. Alzheimer’s Association was founded in 1980. Joanne Pike has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Director/Board Member | |
Lakewood Country Club, Inc.
 Lakewood Country Club, Inc. Movies/EntertainmentConsumer Services Lakewood Country Club, Inc. operates a club house and golf courses. | Movies/Entertainment | President | |
| Robert H. Smith School of Business | College/University | Undergraduate Degree Undergraduate Degree | |
| Eaglebank Foundation | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| So What Else | President | ||
XML Financial LLC
 XML Financial LLC Investment ManagersFinance XML Financial LLC (XML) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Robert Kantor and Brett Bernstein in 2016. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). XML offers portfolio management services, both on a discretionary and non-discretionary basis, wrap fee programs, financial planning, investment advisory consulting and retirement plan advisory services to retail investors and other types of clients. | Investment Managers | Chief Executive Officer Founder |
Statistiche
Distribuzione geografica
| Stati Uniti | 8 |
Settori
| Finance | 3 |
| Consumer Services | 3 |
| Commercial Services | 2 |
| Miscellaneous | 2 |
Posizioni
| Founder | 4 |
| Corporate Officer/Principal | 3 |
| President | 2 |
| Undergraduate Degree | 2 |
| Chief Executive Officer | 2 |
Contatti più connessi
| Insiders | |
|---|---|
| Brett Shane Bernstein | 7 |
| Robert D. Kantor | 5 |
| Todd Kullen | 1 |
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