SourcingSourcing
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2 firms
ActiveState: IA×State: OK×State: NJ×AUM: $500M-$1B×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
C40HENNION & WALSH ASSET MANAGEMENT, INC.
CRD 126236
NJ$768.8M50Wells Fargo→
C24POETIC GROUP LLC
CRD 293886
NJ$802.5M—Wells Fargo→