Daniel Andrew Yu
Direttore degli Investimenti presso REDW Wealth LLC
Provenienza dei contatti di primo grado di Daniel Andrew Yu
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
REDW Wealth LLC
 REDW Wealth LLC Investment ManagersFinance REDW Wealth LLC (REDW) is a SEC-registered investment adviser headquartered in Albuquerque, New Mexico. The firm was founded in 1997 and is a subsidiary of REDW LLC. REDW provides personalized confidential financial planning, investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and Native American tribes.
7
| Subsidiary | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Daniel Andrew Yu tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Thornburg Investment Management, Inc.
 Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Investment Managers | Trading-Equity | |
| George Washington University | College/University | Undergraduate Degree | |
| Adams State College (Colorado) | College/University | Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree | |
| The University of New Mexico | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Phoenix | College/University | Masters Business Admin | |
| Vassar College | College/University | Undergraduate Degree | |
| West Texas A&M University | College/University | Undergraduate Degree | |
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal | |
Junior Achievement of New Mexico, Inc.
 Junior Achievement of New Mexico, Inc. Miscellaneous Commercial ServicesCommercial Services Junior Achievement of New Mexico, Inc. operates as non-profit organization, which engages in educating students about workforce readiness, entrepreneurship, and financial literacy. The company was founded in 1993 and is headquartered in Albuquerque, NM. | Miscellaneous Commercial Services | Director/Board Member | |
Legacy Financial Group LLC
 Legacy Financial Group LLC Investment ManagersFinance Legacy Financial Group LLC provides investment advice. The private company is based in Torrance, CA. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 13 |
Settori
| Consumer Services | 8 |
| Finance | 5 |
| Commercial Services | 2 |
Posizioni
| Undergraduate Degree | 7 |
| Investment Committee Member | 6 |
| Portfolio Manager-Equities | 6 |
| Trading-Equity | 4 |
| Corporate Officer/Principal | 4 |
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