SourcingSourcing
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5 firms
ActiveState: WA×State: CT×AUM: $100M-$500M×Custodian: Raymond James×Custodian: BNY Mellon×clear all
ScoreFirmStateAUMAdvisorsCustodian
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James→
C39SILVER CREEK CAPITAL MANAGEMENT LLC
CRD 122966
WA$122.5M—BNY Mellon→
C39SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
CRD 146270
CT$192.1M3Raymond James→
C35DUKE FUNDING MANAGEMENT, L.L.C.
CRD 117590
CT$126.9M—BNY Mellon→
C33WHARTON MIDMARKET INVESTMENT ADVISORS INC.
CRD 301186
CT$231.1M2Raymond James→