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Firm: Abacus Planning Group Inc.
Main Office: Columbia, S.C.
Title: President
Total AUM (mms): $652
Website: www.abacusplanninggroup.com
Ownership: 75% or more
- View #24
Firm: Trumbower Financial Advisors
Main Office: Bethesda, Md.
Title: Managing member
Total AUM (mms): $675.9
Website: www.trufinancial.com
Ownership: 75% or more
- View #23
Firm: Consultiva Internacional Inc.
Main Office: Puerto Rico
Title: Founder, CEO
Total AUM (mms): $694.7
Website: www.consultiva.com
Ownership: 75% or more
- View #22
#20
Name: Lynne Renee Kinney
Firm: CKW Financial Group
Main Office: Honolulu
Title: Principal
Total AUM (mms): $700
Website: www.ckwhawaii.com
Ownership: 25% but less than 50%
- View #21
Firm: TFC Financial Management Inc.
Main Office: Boston
Title: President
Total AUM (mms): $726.3
Website: www.tfcfinancial.com
Ownership: 25% but less than 50%
- View #20
Firm: Quest Capital Management Inc.
Main Office: Dallas
Title: Vice president, shareholder, employee
Total AUM (mms): $727.9
Website: www.questadvisor.com
Ownership: 25% but less than 50%
- View #19
Firm: Quest Capital Management Inc.
Main Office: Dallas
Title: President, director, shareholder, employee
Total AUM (mms): $727.9
Website: www.questadvisor.com
Ownership: 50% but less than 75%
- View #18
Firm: California Financial Advisors
Main Office: San Ramon, Calif.
Title: Member
Total AUM (mms): $762.8
Website: www.calfinad.com
Ownership: 25% but less than 50%
- View #17
Firm: Guyasuta Investment Advisors Inc.
Main Office: Pittsburgh
Title: Partner
Total AUM (mms): $817.3
Website: www.guyasuta.com
Ownership: 25% but less than 50%
- View #16
#14
Name: Teresa Eriksson
Firm: Eton Advisors
Main Office: Chapel Hill, N.C.
Title: COO
Total AUM (mms): $826.3
Website: www.etonadvisors.com
Ownership: 50% but less than 75%
- View #15