SourcingSourcing
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9 firms
ActiveState: MD×State: MI×State: OR×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56BERINGEA, LLC
CRD 161803
MI$269.9M—Wells Fargo→
B56KALAMATA ASSET MANAGEMENT LLC
CRD 284328
MD$106.8M1Wells Fargo→
C48CHAPIN DAVIS, INC
CRD 28116
MD$642.8M25Wells Fargo→
C47GEF MANAGEMENT CORPORATION
CRD 107208
MD$116.0M—Wells Fargo→
C44LITTLEJOHN FINANCIAL SERVICES, INC
CRD 155113
OR$171.3M4Wells Fargo→
C36DVSM, LP
CRD 160800
OR$1.89B—Wells Fargo→
C30LOMBARD ADVISERS INCORPORATED
CRD 108231
MD$669.8M32Wells Fargo→
C25ENLIGHTENMENT CAPITAL, LLC
CRD 166422
MD$2.12B—Wells Fargo→
C8ROTUNDA CAPITAL PARTNERS, LLC
CRD 290282
MD$1.61B—Wells Fargo→