Provenienza dei contatti di primo grado di Fred George Werner
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Summit Financial Wealth Advisors LLC
 Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial Wealth Advisors LLC (Summit Financial) is a registered investment advisor headquartered in Lafayette, Louisiana. The firm was founded as an independent team within Legg Mason in 2003 and became a Focus Financial Partner Firm in 2014. They are a direct subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Summit Financial offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Fred George Werner tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| University of Louisiana at Lafayette | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
Settori
| Consumer Services | 2 |
| Finance | 2 |
Posizioni
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
| Corporate Officer/Principal | 1 |
Contatti più connessi
| Insiders | |
|---|---|
| David Russell Daniel | 3 |
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