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Provenance du réseau au premier degré de Jeremy Lynn Meek
Entité | Type d'entité | Industrie | |
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West Financial Services, Inc.
![]() West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.
2
| Subsidiary | Investment Managers | 2 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jeremy Lynn Meek via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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College of Charleston | College/University | Undergraduate Degree | |
Compass Point Research & Trading LLC
![]() Compass Point Research & Trading LLC Investment Banks/BrokersFinance Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe. | Investment Banks/Brokers | Analyst-Equity | |
Security Investors LLC
![]() Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Heritage Investors Management Corp.
![]() Heritage Investors Management Corp. Investment ManagersFinance Heritage Investors Management Corp. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethesda, Maryland. The firm was founded by Michael S. Cornfeld in 1974. Heritage manages portfolios of stocks, bonds, exchange traded funds, and money market instruments for individuals, IRAs, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowment funds, conservatorships, associations, foundations, donor advised funds, and guardianships. | Investment Managers | Portfolio Manager-Equities | |
Aegis Wealth Management LLC
![]() Aegis Wealth Management LLC Investment ManagersFinance Aegis Wealth Management LLC (Aegis Wealth) is an independent registered wealth management firm headquartered in Bethesda, Maryland. The firm was founded by four founding partners in 2005. Aegis Wealth provides advisory services to individuals, high net-worth individuals, charitable organizations and corporations or other businesses. | Investment Managers | Analyst-Equity | |
Garnet Group LLC
![]() Garnet Group LLC Investment ManagersFinance Garnet Group LLC provides investment advice. The private company is based in Bethesda, MD. | Investment Managers | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 8 |
Sectorielle
Finance | 6 |
Consumer Services | 3 |
Opérationnelle
Corporate Officer/Principal | 3 |
Analyst-Equity | 3 |
Undergraduate Degree | 2 |
Portfolio Manager-Equities | 2 |
Relations les plus connectées
Insiders | |
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Laura Lee McAree | 5 |
Andrew Eskelsen | 4 |
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