SourcingSourcing
Filters5▾
8 firms
ActiveState: WA×State: SC×State: NC×Custodian: Folio Institutional×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
C38ADVR, INC
CRD 318823
SC$126.8M3Altruist→
C29SLP WEALTH LLC
CRD 325631
NC$63.7M15Altruist→
C28HALIFAX INVESTMENT MANAGEMENT, L.L.C.
CRD 152789
NC$1.90B—Folio Institutional→
C27BELL PARTNERS INVESTMENT MANAGER, LLC
CRD 329611
NC$6.12B—Folio Institutional→
C27SCOTT VALUE INVESTING
CRD 143579
WA—1Altruist→
C25GLOBAL ENDOWMENT MANAGEMENT, LP
CRD 157772
NC$12.88B—Folio Institutional→
C17VAIL RIDGE CAPITAL, LLC
CRD 173397
WA—1Altruist→
C16FLAT FEE FINANCIAL LLC
CRD 328294
NC—1Altruist→