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Provenienza dei contatti di primo grado di Larry Kelly Hicks
Entità | Tipo di entità | Settore Industriale | |
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Waverly Advisors LLC (Alabama)
![]() Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.
6
| Subsidiary | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Larry Kelly Hicks tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Macquarie Investment Management Business Trust
![]() Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Analyst-Equity | |
PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Portfolio Manager-Equities | |
Pitcairn Group LP
![]() Pitcairn Group LP Investment ManagersFinance Pitcairn Group LP (Pitcairn) is a wealth management and holding firm headquartered in Jenkintown, Pennsylvania. Pitcairn was founded in 1923 and provides investment advice and implementation to individuals and their families. | Investment Managers | Portfolio Manager-Equities | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Auburn University | College/University | Undergraduate Degree | |
Birmingham-Southern College | College/University | Undergraduate Degree | |
Faulkner University | College/University | Undergraduate Degree | |
The University of Alabama | College/University | Masters Business Admin | |
Samford University | College/University | Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree | |
University of Montevallo | College/University | Undergraduate Degree | |
HC Advisors LLC
![]() HC Advisors LLC Investment ManagersFinance HC Advisors LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sandy Springs, Georgia. The firm was founded by Daniel Henning in 2012. HC Advisors offers personalized investment advisory services to high net-worth individuals, business owners, and corporate executives. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 17 |
Settori
Finance | 10 |
Consumer Services | 8 |
Posizioni
Undergraduate Degree | 6 |
Portfolio Manager-Equities | 5 |
Corporate Officer/Principal | 4 |
Analyst-Equity | 3 |
Investment Committee Member | 3 |
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