Dan Ciez
Directeur Général chez Jacksonville Wealth Management LLC
Provenance du réseau au premier degré de Dan Ciez
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Jacksonville Wealth Management LLC
 Jacksonville Wealth Management LLC Investment ManagersFinance Jacksonville Wealth Management LLC provides comprehensive investment management and retirement planning services for families, retirees, and business owners. The private company is based in Jacksonville, FL. The company's holistic approach guides clients through all aspects of financial planning, including planning, investing, retiring, and endowing. The firm's guiding principles, including shared values, service values, investment philosophy, mission statement, and the 75 things they do for every client, ensure an exceptional client experience. The company was founded in 2013, and Daniel Martin Ciez has been the CEO since then.
1
| Private Company | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Dan Ciez via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Intrepid Capital Management, Inc. (Florida)
 Intrepid Capital Management, Inc. (Florida) Investment ManagersFinance Intrepid Capital Management, Inc. (Intrepid Capital) is a registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Forrest Travis and Mark Travis in 1994. They are a wholly-owned subsidiary of Intrepid Capital Corp. (NASDAQ: ICAP). Intrepid Capital provides advisory services and non-advisory services to corporate, institutional, and high net worth individuals. They also provide advisory services to mutual funds (registered investment companies) and pooled investment vehicles that are not registered as investment companies. | Investment Managers | Trading-Equity | |
| University of North Florida | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 3 |
Sectorielle
| Finance | 2 |
| Consumer Services | 2 |
Opérationnelle
| Trading-Equity | 2 |
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
| Analyst-Equity | 1 |
Relations les plus connectées
| Insiders | |
|---|---|
| Zach Padgett | 3 |
