Relations actives
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
David Russell Daniel | M | - |
Summit Financial Wealth Advisors LLC
Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial Wealth Advisors LLC (Summit Financial) is a registered investment advisor headquartered in Lafayette, Louisiana. The firm was founded as an independent team within Legg Mason in 2003 and became a Focus Financial Partner Firm in 2014. They are a direct subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Summit Financial offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 21 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Statistiques
Pays | Relations | % du total |
---|---|---|
Etats-Unis | 1 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Fred George Werner
- Réseau Personnel