WEALTH MANAGEMENT SERVICES

Brand Owner (click to sort) Address Description
"WE TAKE THE PIECES OF YOUR FINANCIAL LIFE AND PUT THE PUZZLE TOGETHER" Donald V. Creech 3901 Westerre Parkway, Suite 300
Richmond VA 23233
Financial services, wealth management services
'' ,, . ADVICEPERIOD AdvicePeriod, LLC 2000 Avenue of the Stars, Ste. 550-N
Los Angeles CA 90067
Financial planning and investment advisory services; ...
1 COMMUNITYONE BANK, NATIONAL ASSOCIATION 101 SUNSET AVENUE
ASHEBORO NC 27203
banking services; financial services, checking accounts, ...
1 COMMUNITYONE COMMUNITYONE BANK, NATIONAL ASSOCIATION 101 SUNSET AVENUE
ASHEBORO NC 27203
banking services; financial services, checking accounts, ...
1 COMMUNITYONE COMMUNITYONE BANK, NATIONAL ASSOCIATION 101 SUNSET AVENUE
ASHEBORO NC 27203
banking services; financial services, checking accounts, ...
1 COMMUNITYONE COMMUNITYONE BANK, NATIONAL ASSOCIATION 101 SUNSET AVENUE
ASHEBORO NC 27203
banking services; financial services, checking accounts, ...
111 WEALTH MANAGEMENT NStanley, Inc 1341 W Fullerton, Suite 375
Chicago IL 60614
Financial services, wealth management services
2020 VISION: THE MOST CRITICAL DECADE THE BANK OF NEW YORK MELLON CORPORATION One Wall Street
New York NY 10286
WEALTH MANAGEMENT SERVICES, PROVIDING FINANCIAL ASSET ...
5 STAR RETIREMENT REVIEW Centennial Wealth Advisory 102
4020 Copper View Dr
Traverse City MI 49684
Financial consultancy; Financial services, wealth management ...
A HEALTHIER APPROACH TO PLANNING Monarch Wealth Strategies, Inc. 1501 State Street
Santa Barbara CA 93101
Financial advice and consultancy services; Financial ...
A SANCTUARY FROM THE NOISE Moisand Fitzgerald Tamayo, LLC Suite 165
601 S. Lake Destiny Rd.
Maitland FL 32751
Financial planning; Financial planning and investment ...
A SINGLE FAMILY OFFICE FOR MULTIPLE FAMILIES Pathstone Family Office, LLC 285 Grand Avenue
Englewood NJ 07631
Bill payment services; Estate planning; Financial ...
ABLE FINANCIAL GROUP Able Financial Group, L.L.C. 8737 E. Via de Commercio, Suite 100
Scottsdale AZ 85258
Financial and investment services, management ...
ABSOLUTE VALUE Omega Financial Group 812 Anacapa Street
Santa Barbara CA 93101
Financial services, wealth management services
ADVICEPERIOD. IT'S THAT SIMPLE. AdvicePeriod, LLC 2000 Avenue of the Stars, Ste. 550-N
Los Angeles CA 90067
Financial planning and investment advisory services; ...
ADVISING THOSE WHO SERVE PUBLIC EMPLOYEE ADVISORS, LLC 1000 Corporate Drive, 7th Floor
Ft. Lauderdale FL 33334
Financial advisory and consultancy services; Financial ...
AG AlphaGlider LLC P.O. Box 7775 #85382
San Francisco CA 941207775
Financial services, wealth management services
AG ALPHAGLIDER AlphaGlider LLC P.O. Box 7775 #85382
San Francisco CA 941207775
Financial services, wealth management services
AKRO ADVISORS Akro Advisors, Inc. 175 SW 7th St., Ste. 2101
Miami FL 33130
Financial planning and investment advisory services; ...
AKRO ALTERNATIVE INVESTMENTS Akro Avisors, Inc. 175 SW 7th St., Ste. 2101
Miami FL 33130
Financial planning and investment advisory services; ...
AKRO CONSULTING Akro Advisors, Inc. 175 SW 7th St., Ste. 2101
Miami FL 33130
Financial planning and investment advisory services; ...
AKRO GROUP Family Office Consulting Inc. Calle 85 9-52 Apto 501
Bogota FL 33130
Financial consultation; Financial planning and investment ...
ALARM ASSET MANAGEMENT Ronald Kruse 11375 Robinson Drive, #210
Coon Rapids MN 55433
wealth management services; publications in the ...
ALETHEA Alethea Capital Management, LLC 15618 Jube Wright Court
San Diego CA 92127
Investment advisory services focused on technical ...
ALFA GROUP Michael S. Lee 201 Chamblee Boulevard
Greenville SC 29615
Financial services, financial advising and wealth ...
ALIGN WEALTH MANAGEMENT Puckett Financial Advisors, LLC 13921 Quail Pointe Drive
Oklahoma City OK 73134
Financial planning; Financial planning and investment ...
ALIGNED WEALTH Michele Ludmer 41 Indian Hill Rd
Katonah NY 10536
Financial planning and investment advisory services; ...
ALLIANCE CAPITAL ADVISORY GROUP March Group LLLP, The 2108 Company Street
Suite 4
Christiansted 00820
US Virgin Islands
Wealth management services, asset protection services, ...
ALPHAGLIDER AlphaGlider LLC P.O. Box 7775 #85382
San Francisco CA 941207775
Financial services, wealth management services
ALTIUM WEALTH MANAGEMENT ALTIUM WEALTH MANAGEMENT, LLC 2500 WESTCHESTER AVENUE, SUITE 401
PURCHASE NY 10577
Financial services, wealth management services
ALTIUM WEALTH MANAGEMENT ALTIUM WEALTH MANAGEMENT, LLC Suite 210
2500 Westchester Avenue
Purchase NY 10577
Financial services, wealth management services
AMALGAMATED INVESTMENT SERVICES Amalgamated Bank 275 Seventh Avenue
New York NY 10001
financial services, wealth management services
AMERICA'S NEST-EGG Financial Ideas, Inc. 232 Delphi Circle
Los Altos CA 94022
Financial services, wealth management services
AMERICA'S TAX SOLUTIONS Table Bay Financial Network, Inc. 600 W. Broadway, Suite 3100
San Diego CA 92101
Financial planning and wealth management services, ...
ANNUITYOVERLAY Lally Wealth Management LLC 50 Nichols Ln
East Greenwich RI 02818
Financial services, wealth management services
ARLINGTON FAMILY OFFICES Morris Avenue Partners, LLC 2000 Morris Avenue, Suite 1100
Birmingham AL 35203
Financial planning and investment advisory services; ...
ASCENDANT WEALTH MANAGEMENT GROUP Brandt, Nielsen & Associates, LLC 1400 Central Ave.
Fort Dodge IA 50501
Financial planning; Financial services, wealth management ...
ASPIRATION ASSET MANAGERS Aspiration Asset Managers, LLC 40 East Main Street, Suite 822
Newark DE 19711
Financial services, a total portfolio offering ...
ASSET PLANNING SERVICES, LTD. FINANCIAL DIRECTION IN A COMPLEX WORLD Asset Planning Services, Ltd PO Box 164
Harleysville PA 19438
Financial planning and investment advisory services; ...
AUSTIN WEALTH MANAGEMENT Austin Wealth Management, LLC 3307 Northland Drive, Suite 100
Austin TX 78731
Financial services, wealth management services
AZARIAS CAPITAL PARTNERS Azarias Capital Partners, LLC 11 Wyndham Lane
Chester Springs PA 19425
Estate planning; Financial consulting and advising ...
BANCA AKROS Banca Akros S.p.A. Corso Italia 3
Milano
Italy
Financial advisory and consultancy services, financial ...
BANK OF MARIN BANCORP Bank of Marin Suite 100
504 Redwood Blvd.
Novato CA 94947
Holding company services and financial services, ...
BAY ISLAND CAPITAL Bay Island Capital, LLC 208 Bentley Square
Mountain View CA 94040
Financial and investment advisory services; Financial ...
BE WISE Sapere Wealth Management, LLC Suite 2A
130 Matthews Station Street
Matthews NC 28105
Financial and investment services, wealth management ...
BEACON FINANCIAL GROUP Beacon Financial Group Inc. 101 Town Center Drive
Warren NJ 07059
Registered investment advisory services; Financial consultancy, ...
BECAUSE LIFE ALTERS WEALTH Tucker Bria Wealth Strategies, LLC 3100 Tower Boulevard
Suite 117
Durham NC 27707
Wealth management services, providing investment management, ...
BECAUSE YOUR GOALS ARE COUNTING ON YOU. The Ancora Group, Inc. Suite 300
2000 Auburn Drive
Beachwood OH 44122
Financial services, wealth management services
BLOOMBERGBLACK Bloomberg Finance One L.P. Legal Department
731 Lexington Avenue
New York NY 10022
Financial services, wealth management services
BNY MELLON CONNECT The Bank of New York Mellon Corporation 15th Floor
One Wall Street
New York NY 10286
financial services, providing banking and financial ...
BRAMSHILL Bramshill Investments, LLC Ridgewood Commons
947 Linwood Avenue
Ridgewood NJ 074502939
Financial planning and investment advisory services; ...
BSI BSI SA Via Magatti 2CH
Switzerland
Services provided by banking and banking-related ...
BUILDING YOUR WEALTH ENTERPRISE W.E. FAMILY OFFICES HOLDINGS, LLC 701 Brickell Avenue, Suite 2100
Miami FL 33131
Financial asset management; Financial services, wealth ...
BYRNE WEALTH Byrne Wealth Management, LLC 19307 G Street
Omaha NE 68135
Financial services, wealth management services ...
BYRNE WEALTH MANAGEMENT Byrne Wealth Management, LLC 19307 G Street
Omaha NE 68135
Financial services, wealth management services ...
CABLE HILL PARTNERS Cable Hill Partners, LLC 61 W. Palisades Ave.
Englewood NJ 07631
Financial planning and investment advisory services; ...
CAERLEON Carleon Capital Partners LLC 23rd Floor, East Tower
280 Park Avenue
New York NY 10017
financial services, financial asset management, investment ...
CAERLEON Carleon Capital Partners LLC 23rd Floor, East Tower
280 Park Avenue
New York NY 10017
Financial services, financial asset management, investment ...
CAMARES Camares Capital LLP 4th Floor Reading Bridge House
GB
Berkshire RG1 8LS
United Kingdom
Investment and collective investment schemes management ...
CAMBRIDGE WEALTH COUNSEL Southern Wealth Management, Inc. Suite 105
505 Corporate Center Drive
Stockbridge GA 30281
Financial advice and consultancy services; Financial ...
CANTOR FITZGERALD WEALTH PARTNERS Cantor Fitzgerald Securities 110 East 59th Street
New York NY 10022
Financial services, wealth management services, financial ...
CAPITAL GROUP The Capital Group Companies, Inc. Attn: Legal Department
333 South Hope St., 55th Floor
Los Angeles CA 90071
Investment management; financial analysis and consultation; ...
CAPITAL IDEAS! Capital Investment Counsel, Inc. 210 University Blvd., Ste#550
Denver CO 80206
Wealth management services, money management ...
CAPITAL INVESTMENT MANAGEMENT Capital Investment Management, Inc. Suite 1350
8055 E. Tufts Avenue
Denver CO 80237
Advice relating to investments; Capital investment ...
CAPITAL STRATEGIES Capital Strategies Group, Inc. Suite 300
850 Shades Creek Parkway
Birmingham AL 35209
Financial services, wealth management services
CAPITAL STRATEGIES. Capital Strategies Group, Inc. Suite 300
850 Shades Creek Parkway
Birmingham AL 35209
Financial services, wealth management services
CAPSAR WEALTH MANAGEMENT Church, Lloyd 1 Waterview Dr
Saratoga Springs NY 12866
Financial services, wealth management services
CAPSTAN Marsh, William H. 500 So. Washington Blvd., Suite 100
Sarasota FL 34236
Financial consulting; Financial information and evaluations; ...
CAPSTONE AFFLUENT STRATEGIES Sports Phan, Inc. 20701 N Scottsdale Rd Ste 107-510
Scottsdale AZ 85255
Financial services, wealth management services
CARUS BANK First Bancorp Inc. 341 North Main Street
Troy NC 27371
Financial services, bank services, deposit account ...
CENTURION WEALTH ADVISORS Centurion Wealth Advisors 338 Willard North St
San Francisco CA 94118
Financial planning; Financial services, wealth management ...
CERTUSWEALTH CertusHoldings, Inc. 935 S. Main Street, Suite 300
Greenville SC 29601
Wealth management services
CHARTER ONE WEALTH MANAGEMENT Citizens Financial Group One Citizens Plaza
Providence RI 02903
Banking services; Financial services, wealth management ...
CHARTER ONE WEALTH MANAGEMENT Citizens Financial Group One Citizens Plaza
Providence RI 02903
Banking services; Financial services, wealth management ...
CICC China International Capital CorporationLimited No. 1 Jian Guo Men Wai Avenue
CN
Beijing 100004
China
Accident insurance underwriting, Actuarial services, Insurance ...
CIG CIG Corp. 1000 Town Center
Suite 2500
Southfield MI 48075
Financial planning and investment advisory services; ...
CIMCO CIMCO 8055 E. Tufts Avenue, Ste. 1350
Denver CO 80237
Advice relating to investments; Capital investment ...
CITIZENS WEALTH MANAGEMENT Citizens Financial Group One Citizens Plaza
Providence RI 02903
Banking services; Financial services, wealth management ...
CITIZENS WEALTH MANAGEMENT Citizens Financial Group, Inc. One Citizens Plaza
Providence RI 029031339
Financial services, wealth management services
CLARITY FOR THE PRESENT VISION FOR THE FUTURE PRW Wealth Management, LLC 2 Batterymarch Park
1 Pine Hill Drive, Suite 502
Quincy MA 021697400
Financial services, wealth management services
CLARITYFINANCIAL Clarity Financial LLC 2603 Augusta Dr., Suite 420
Houston TX 77057
Financial services, wealth management services
CLARITYFINANCIAL Clarity Financial LLC 2603 Augusta Dr., Suite 420
Houston TX 77057
Financial services, wealth management services
CLEAR DIRECTION. CLEAR FUTURE Lumin Financial, LLC 2000 Town Center, Ste. 1825
Southfield MI 48075
Financial advice and consultancy services; Financial ...
CLIENT FOCUSED. PERIOD. Puckett Financial Advisors, LLC 13921 Quail Pointe Drive
Oklahoma City OK 73134
Financial planning; Financial planning and investment ...
COLESBURY Colesbury Capital LLC 18073 SE Heritage Drive
Tequesta FL 33469
Financial advisory and consultancy services; Financial ...
COLONY FAMILY OFFICES Colony Family Offices, LLC One Morrocroft Centre
6805 Morrison Blvd, STE 310
Charlotte NC 28211
Financial services, wealth management services
COLUMBIA PACIFIC ADVISORS Columbia Pacific Advisors, LLC 1910 Fairview Avenue East, Suite 200
Seattle WA 98102
Financial services, wealth management services
COLUMBIA PACIFIC CAPITAL MANAGEMENT Columbia Pacific Advisors, LLC 1910 Fairview Avenue East, Suite 200
Seattle WA 98102
Financial services, wealth management services
COMMUNITYONE COMMUNITYONE BANK, NATIONAL ASSOCIATION 101 SUNSET AVENUE
ASHEBORO NC 27203
banking services; financial services, checking accounts, ...
COMMUNITYONE BANCORP COMMUNITYONE BANK, NATIONAL ASSOCIATION 101 SUNSET AVENUE
ASHEBORO NC 27203
Banking services; financial services, checking accounts, ...
CONCENTRIC PRIVATE WEALTH Mary Katherine Liola 888 N. Qunicy Street No. 702
Arlington VA 22203
Investment advisory and wealth management services; ...
CONFLUENCE FINANCIAL PARTNERS Confluence Financial Partners, Inc. 100 First Avenue, Suite 600
Pittsburgh PA 15222
Financial and investment services, management ...
CONFLUENCE FINANCIAL PARTNERS Confluence Financial Partners, Inc. 100 First Avenue, Suite 600
Pittsburgh PA 15222
Financial and investment services, management ...
CP Columbia Pacific Advisors, LLC 1910 Fairview Avenue East, Suite 200
Seattle WA 98102
Financial services, wealth management services
CPA CO-SOURCE COOPERATIVE PARTNERS ALLIANCE Minichino, Ralph 3 Gurney St.
East Haven CT 06512
Financial services, wealth management services
CPA2 Nobile Wealth Management, LLC 2234 Main Street
Glastonbury CT 06033
Financial services, wealth management services
CPA2 Nobile Wealth Management, LLC 2234 Main Street
Glastonbury CT 06033
Financial services, wealth management services
CRESTONE Crestone Capital Advisors LLC 1050 Walnut Street, Suite 402
Boulder CO 80302
Investment advisory and wealth management services; ...
CROWN WEALTH MANAGEMENT LIVE ABUNDANTLY, GIVE GENEROUSLY. Crown Wealth Managemnet, Inc. 680
17011 Beach Boulevard
Huntington Beach CA 92647
Financial services, wealth management services
CUMBRE RODRIGUEZ, DUKE 9656 E SUTTON DRIVE
SCOTTSDALE AZ 85260
Advice relating to investments; Financial advice ...
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. Application services gateways that execute electronic application programs/services allows the application programs/services to be managed and administered out of a network rather than locally. The application services gateways are elements in a services delivery system that execute application programs/services that control or otherwise interact with systems and devices of a home or business such as a heating and cooling system or a security system. The application services gateways have a LAN connection to a communication gateway that in turn communicates over a WAN to a remote services gateway. The remote services gateway channels data from a remote service platform to provide application programs/services and management services over the WAN to the communications gateway where it is then channeled to the application services gateways. The installation and management of the application programs/services residing and/or being executed at the local site on the application services gateways relieves the consumer of such responsibilities.