SourcingSourcing
Filters5▾
12 firms
ActiveState: SC×State: CT×State: NJ×Custodian: Wells Fargo×Custodian: Apex Clearing×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0M—Wells Fargo→
C49SOUND MARK PARTNERS, LLC
CRD 169037
CT$272.0M—Wells Fargo→
C41COOPERATIVE FUNERAL FUND INC
CRD 107631
CT$727.8M1Wells Fargo→
C40GAMCO ASSET MANAGEMENT INC.
CRD 104950
CT$11.69B10Wells Fargo→
C40HENNION & WALSH ASSET MANAGEMENT, INC.
CRD 126236
NJ$768.8M50Wells Fargo→
C36HIGHLAND PEAK CAPITAL, LLC
CRD 306304
CT$333.2M—Wells Fargo→
C35LOTUS INFRASTRUCTURE PARTNERS, LP
CRD 324015
CT$6.16B—Wells Fargo→
C31PINEY LAKE CAPITAL MANAGEMENT LP
CRD 290404
CT$744.9M—Wells Fargo→
C29FINTRON ADVISORS, LLC
CRD 324052
CT$0—Apex Clearing→
C29REDWOOD FINANCIAL PLANNING, LLC
CRD 291250
NJ$388.8M4Wells Fargo→
C24POETIC GROUP LLC
CRD 293886
NJ$802.5M—Wells Fargo→
C19WATERMARK GROUP, INC.
CRD 108272
NJ$3.82B—Wells Fargo→