Provenienza dei contatti di primo grado di Scott Allen Bradtmiller
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
CXI Advisors LLC
 CXI Advisors LLC Investment ManagersFinance CXI Advisors LLC is a registered investment advisor headquartered in Auburn, Indiana. The firm was founded in 2019 and is owned by CX Institutional LLC. CXI Advisors offers investment advisory services to individual and institutional clients.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Scott Allen Bradtmiller tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Indiana University | College/University | Undergraduate Degree | |
CX Institutional LLC
 CX Institutional LLC Investment ManagersFinance CX Institutional LLC is an independent, SEC-registered investment advisor headquartered in Auburn, Indiana. The firm was formed in 2018 through the combination of two existing SEC-Registered Investment Advisers: Hefty Wealth Partners, Inc. (HWP) and Oak Point Wealth Management LLC, both of which are founded in 2010. CX Institutional succeeded to the registration of HWP. The firm offers investment portfolios on a discretionary and non-discretionary wrap-fee basis to individuals, high net-worth individuals, charitable organizations, trusts, estates, pension and profit-sharing plans, and business entities. | Investment Managers | Chief Investment Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni
| Chief Investment Officer | 3 |
| Director of Research - Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Contatti più connessi
| Insiders | |
|---|---|
| Edison Byzyka | 4 |
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