Firm: Budros, Ruhlin & Roe Inc.
Main Office: Columbus, Ohio
Title: CEO, CFO, COO
Total AUM (mms): $1,540
Website: www.b-r-r.com
Ownership: 25% but less than 50%
- View #8
Firm: South Texas Money Management Ltd.
Main Office: San Antonio, Texas
Title: CEO, CIO, limited partner
Total AUM (mms): $1,817
Website: www.stmmltd.com
Ownership: 50% but less than 75%
- View #7
Firm: Galileo Planning Group Inc.
Main Office: San Mateo, Calif.
Title: President, shareholder
Total AUM (mms): $2,000
Website: www.galileoplanninggroup.com
Ownership: 25% but less than 50%
- View #6
Firm: Financial Management Partners
Main Office: Clayton, Mo.
Title: President
Total AUM (mms): $2,104
Website: www.fmpartners.com
Ownership: 50% but less than 75%
- View #5
Firm: Signature
Main Office: Norfolk, Va.
Title: Chairman
Total AUM (mms): $2,504
Website: www.signatureus.com
Ownership: 50% but less than 75%
- View #4
Firm: Fiduciary Counselling Inc
Main Office: St. Paul, Minn.
Title: President and CEO
Total AUM (mms): $3,723
Website: www.fidcouns.com
Ownership: 50% but less than 75%
- View #3