Relazioni attive
Nome | Sesso | Età | Società collegate | Collaborazione |
---|---|---|---|---|
Jim Kaplan | M | - |
KB Financial Cos LLC
KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022.
KB Financial Partners LLC
KB Financial Partners LLC Investment ManagersFinance KB Financial Partners LLC is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by James Kaplan in 2009 and they are wholly-owned by KB Financial Companies LLC. KB Financial Partners offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 15 anni |
Mark I. Massad | M | 66 |
KB Financial Cos LLC
KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | 8 anni |
Matthew J. Rozzi | M | 53 |
KB Financial Cos LLC
KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | - |
Steven Joseph Turi | M | - |
KB Financial Partners LLC
KB Financial Partners LLC Investment ManagersFinance KB Financial Partners LLC is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by James Kaplan in 2009 and they are wholly-owned by KB Financial Companies LLC. KB Financial Partners offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | - |
Rip Mason | M | - |
KB Financial Cos LLC
KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | - |
Grafico relazionale
Relazione in diverse aziende
Statistiche
Paese | Relazioni | % del totale |
---|---|---|
Stati Uniti | 5 | 100.00% |
Età delle relazioni
Attive
Scorse
Uomo
Donna
Amministratori
Dirigenti
Provenienza delle relazioni
- Borsa valori
- Insiders
- William Damora
- Contatti personali