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Provenienza dei contatti di primo grado di Tony Hosfeld
Entità | Tipo di entità | Settore Industriale | |
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Advocacy Wealth Management LLC
![]() Advocacy Wealth Management LLC Investment ManagersFinance Founded in 2007, Advocacy Wealth Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Forge Consulting LLC. They provide portfolio management services to individuals, corporations and business entities, estates and trusts, other investment advisors, charitable organizations and pension & profit sharing plans. The majority of Advocacy Wealth Management's clients are recipients of a personal injury, wrongful death, or workers compensation settlement and their plaintiff attorneys.
3
| Subsidiary | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Tony Hosfeld tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Reliance Financial Corp.
![]() Reliance Financial Corp. Finance/Rental/LeasingFinance Part of Fidelity National Information Services, Inc., Reliance Financial Corp. is a company that provides private lending services. The company is based in Atlanta, GA. Reliance Financial was acquired by FIS Wealth Management Services, Inc. on July 16, 2014 for $110 million. The CEO of the company is James T. Maxwell. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Wake Forest University | College/University | Undergraduate Degree | |
Reliance Trust Co.
![]() Reliance Trust Co. Investment ManagersFinance Founded in 1975, Reliance Trust Co. is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Reliance Financial Corp. and their ultimate parent is Fidelity National Information Services, Inc. (NYSE: FIS). They provide investment, wealth management and financial services to individual, corporate and institutional clients worldwide. The firm offers a full array of services including: wealth management and personal advisory services, separate account management, money manager consulting, trust and fiduciary services, insurance, financial, estate and tax planning, retirement plans and investments, church and non-profit organization services and outsourcing services to financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
Florida State University | College/University | Undergraduate Degree | |
Georgia State University | College/University | Graduate Degree | |
University of Georgia | College/University | Undergraduate Degree | |
Liquid Strategies LLC
![]() Liquid Strategies LLC Investment ManagersFinance Liquid Strategies is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2013 by Brad Ball, Shawn Gibson and Adam Stewart. Liquid Strategies provides investment advisory services to a registered investment company, an Exchanged Traded Funds (ETFs) complex and separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
Bison Wealth LLC
![]() Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Investment Managers | Chief Investment Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 11 |
Settori
Finance | 7 |
Consumer Services | 5 |
Posizioni
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 4 |
Undergraduate Degree | 3 |
Chief Investment Officer | 3 |
Graduate Degree | 1 |
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