Portfolio Management and Investment Advice - 523940 company database in US

Browse over 229,849 523940 - Portfolio Management and Investment Advice companies located in the US

Targeting potential customers in a specific industry is vital to the overall success of your marketing efforts; it's pointless casting your net far and wide when the majority will have no interest in your product. However, manually scouring the internet for hundreds or even thousands of new leads is an extremely time-consuming and expensive endeavor. This is where our business directory comes in.

Each company record in the 523940 - Portfolio Management and Investment Advice sector includes full legal and trading name, address, turnover, number of employees, credit score, mortgages and charges, ownership, group structure and much more data invaluable to your marketing campaigns.

With a full range of filters available you can efficiently narrow your search right down to the exact types of companies and individuals you need, creating highly-tuned mailing lists with much better ROIs. Daily updates mean you'll never run out of fresh leads, and unlimited exports via Excel make it extremely easy to build campaigns.

Whether you're looking to expand your activities into a new niche, search for investors or business partners, or simply wishing to top up your current sales funnel, our B2B database provides you with instant access to thousands of leads. What's more, because our records offer direct contact details, you can avoid gatekeepers and secretaries and start reaching out to the real decision makers quicker and easier than ever before.

AC

ALLSTATE INSURANCE CO. - JOHN COLLIS Active
---
Registration Nr
1912078172

Age of business
92 years

Nr of Employees
10

Revenue
3.8 million

Industry
Financial Services

Country

US

Phone

+191844*****

This information is available only for subscribed users
View plans
Registration Nr
1912078172

Age of business
92 years

Industry
Financial Services

Country

US
CL

CAPITAL RETIREMENT PLAN SERVICES LLC Active
---
Registration Nr
288478

Age of business
26 years

Nr of Employees
4

Revenue
3.5 million

Industry
523940 - Portfolio Management and Investment Advice

Country

US

Phone

+172474*****

This information is available only for subscribed users
View plans
Registration Nr
288478

Age of business
26 years

Industry
523940 - Portfolio Management and Investment Advice

Country

US
LL

LCPD INVESTMENTS, LLC Active
---
Registration Nr
L07000075829

Age of business
16 years

Nr of Employees
3

Revenue
125000

Industry
-

Country

US

Phone

+190836*****

This information is available only for subscribed users
View plans
Registration Nr
L07000075829

Age of business
16 years

Industry
-

Country

US
MS

MTB CONSULTANTS FINANCIAL SERVICES Active
---
Registration Nr
0154133300

Age of business
14 years

Nr of Employees
2

Revenue
532000

Industry
Support And Maintenance Services (

Country

US

Phone

+121452*****

This information is available only for subscribed users
View plans
Registration Nr
0154133300

Age of business
14 years

Industry
Support And Maintenance Services (

Country

US
UI

USA FINANCE INC Active
---
Registration Nr
0800445631

Age of business
18 years

Nr of Employees
8

Revenue
2.1 million

Industry
561499 - All Other Business Support Services

Country

US

Phone

+121436*****

This information is available only for subscribed users
View plans
Registration Nr
0800445631

Age of business
18 years

Industry
561499 - All Other Business Support Services

Country

US
Browse over 229,849 companies and 1,011,786 executives in US. Get direct emails and phone numbers, company financials, Credit Reports and much more
Upgrade your plan
CI

CAPITAL INVESTMENT ADVISORS, INC. Active
---
Registration Nr
P01000094261

Age of business
36 years

Nr of Employees
3

Revenue
250000

Industry
523940 - Portfolio Management and Investment Advice

Country

US

Phone

+177223*****

This information is available only for subscribed users
View plans
Registration Nr
P01000094261

Age of business
36 years

Industry
523940 - Portfolio Management and Investment Advice

Country

US
LL

LIVCOR LLC Active
---
Registration Nr
04428706

Age of business
3 years

Nr of Employees
2

Revenue
288000

Industry
Contractors

Country

US

Phone

+131246*****

This information is available only for subscribed users
View plans
Registration Nr
04428706

Age of business
3 years

Industry
Contractors

Country

US
PF

PAYDEN FUNDS Active
---
Registration Nr
C1806242

Age of business
31 years

Nr of Employees
154

Revenue
35.3 million

Industry
561499 - All Other Business Support Services

Country

US

Phone

+121362*****

This information is available only for subscribed users
View plans
Registration Nr
C1806242

Age of business
31 years

Industry
561499 - All Other Business Support Services

Country

US
PL

PELICAN WEALTH ADVISORS, LLC Active
---
Registration Nr
L10000045521

Age of business
13 years

Nr of Employees
15

Revenue
2.6 million

Industry
523940 - Portfolio Management and Investment Advice

Country

US

Phone

+123998*****

This information is available only for subscribed users
View plans
Registration Nr
L10000045521

Age of business
13 years

Industry
523940 - Portfolio Management and Investment Advice

Country

US
CI

CHRIS SULLIVAN ENTERPRISES, INC Active
---
Registration Nr
10068997

Age of business
18 years

Nr of Employees
2

Revenue
332000

Industry
525990 - Other Financial Vehicles

Country

US

Phone

+140272*****

This information is available only for subscribed users
View plans
Registration Nr
10068997

Age of business
18 years

Industry
525990 - Other Financial Vehicles

Country

US
VC

VALLEY SMALL BUSINESS DEVELOPMENT CORPORATION Active
---
Registration Nr
C0830402

Age of business
46 years

Nr of Employees
14

Revenue
---

Industry
Business & Professional Associations

Country

US

Phone

+155943*****

This information is available only for subscribed users
View plans
Registration Nr
C0830402

Age of business
46 years

Industry
Business & Professional Associations

Country

US
Browse over 229,849 companies and 1,011,786 executives in US. Get direct emails and phone numbers, company financials, Credit Reports and much more
Upgrade your plan
AL

ARMSTRONG RETIREMENT PLANNING LLC Active
---
Registration Nr
200307210083

Age of business
16 years

Nr of Employees
9

Revenue
532000

Industry
-

Country

US

Phone

+140825*****

This information is available only for subscribed users
View plans
Registration Nr
200307210083

Age of business
16 years

Industry
-

Country

US
HI

HAROLD DAVIDSON AND ASSOCIATES INC Active
---
Registration Nr
C0694013

Age of business
51 years

Nr of Employees
14

Revenue
2.5 million

Industry
Contractors

Country

US

Phone

+131055*****

This information is available only for subscribed users
View plans
Registration Nr
C0694013

Age of business
51 years

Industry
Contractors

Country

US
WI

WARNER FINANCIAL AND INSURANCE SERVICES, INC. Active
---
Registration Nr
C2622583

Age of business
33 years

Nr of Employees
4

Revenue
461000

Industry
624190 - Other Individual and Family Services

Country

US

Phone

+155929*****

This information is available only for subscribed users
View plans
Registration Nr
C2622583

Age of business
33 years

Industry
624190 - Other Individual and Family Services

Country

US
ML

MALOON POWERS & PITRE LLC Active
---
Registration Nr
199800110045

Age of business
31 years

Nr of Employees
22

Revenue
2.7 million

Industry
-

Country

US

Phone

+192527*****

This information is available only for subscribed users
View plans
Registration Nr
199800110045

Age of business
31 years

Industry
-

Country

US
LI

LENNY GOLDSMITH, INC Active
---
Registration Nr
C2780189

Age of business
18 years

Nr of Employees
1

Revenue
500000

Industry
-

Country

US

Phone

+131031*****

This information is available only for subscribed users
View plans
Registration Nr
C2780189

Age of business
18 years

Industry
-

Country

US
EI

EMS/EMPLOYEE MOBILITY SOLUTIONS, INC. Active
---
Registration Nr
P03000032733

Age of business
20 years

Nr of Employees
19

Revenue
1.4 million

Industry
Pharmaceutical & Medical

Country

US

Phone

+130545*****

This information is available only for subscribed users
View plans
Registration Nr
P03000032733

Age of business
20 years

Industry
Pharmaceutical & Medical

Country

US
Browse over 229,849 companies and 1,011,786 executives in US. Get direct emails and phone numbers, company financials, Credit Reports and much more
Upgrade your plan
RI

RE-DIRECT FINANCIAL SERVICES, INC. Active
---
Registration Nr
51394283

Age of business
14 years

Nr of Employees
49

Revenue
6.6 million

Industry
624190 - Other Individual and Family Services

Country

US

Phone

+163083*****

This information is available only for subscribed users
View plans
Registration Nr
51394283

Age of business
14 years

Industry
624190 - Other Individual and Family Services

Country

US
BL

BPM LLP Active
---
Registration Nr
4465139

Age of business
11 years

Nr of Employees
165

Revenue
6.7 million

Industry
523940 - Portfolio Management and Investment Advice

Country

US

Phone

+141547*****

This information is available only for subscribed users
View plans
Registration Nr
4465139

Age of business
11 years

Industry
523940 - Portfolio Management and Investment Advice

Country

US
TI

THE SHIRA GROUP INC Active
---
Registration Nr
C2081457

Age of business
16 years

Nr of Employees
8

Revenue
3.8 million

Industry
-

Country

US

Phone

+141572*****

This information is available only for subscribed users
View plans
Registration Nr
C2081457

Age of business
16 years

Industry
-

Country

US
CI

CORPORATE INVESTMENT INTERNATIONAL, INC. Active
---
Registration Nr
P00000063966

Age of business
32 years

Nr of Employees
4

Revenue
958000

Industry
522291 - Consumer Lending

Country

US

Phone

+132125*****

This information is available only for subscribed users
View plans
Registration Nr
P00000063966

Age of business
32 years

Industry
522291 - Consumer Lending

Country

US
MC

MESIROW FINANCIAL CONSULTING Active
---
Registration Nr
201929810395

Age of business
3 years

Nr of Employees
14

Revenue
3.7 million

Industry
-

Country

US

Phone

+121361*****

This information is available only for subscribed users
View plans
Registration Nr
201929810395

Age of business
3 years

Industry
-

Country

US
JA

JOHN S FALCETTA & ASSOCIATES Active
---
Registration Nr
57580313

Age of business
30 years

Nr of Employees
4

Revenue
704000

Industry
523150 - Investment Banking and Securities Intermediation

Country

US

Phone

+161823*****

This information is available only for subscribed users
View plans
Registration Nr
57580313

Age of business
30 years

Industry
523150 - Investment Banking and Securities Intermediation

Country

US
Browse over 229,849 companies and 1,011,786 executives in US. Get direct emails and phone numbers, company financials, Credit Reports and much more
Upgrade your plan
DI

DAVID HOLLAND INC Active
---
Registration Nr
P10000067084

Age of business
13 years

Nr of Employees
4

Revenue
3.8 million

Industry
-

Country

US

Phone

+138644*****

This information is available only for subscribed users
View plans
Registration Nr
P10000067084

Age of business
13 years

Industry
-

Country

US
HI

HAL JANKE & ASSOCIATES, INC. Active
---
Registration Nr
C1921519

Age of business
28 years

Nr of Employees
5

Revenue
2.5 million

Industry
523940 - Portfolio Management and Investment Advice

Country

US

Phone

+176043*****

This information is available only for subscribed users
View plans
Registration Nr
C1921519

Age of business
28 years

Industry
523940 - Portfolio Management and Investment Advice

Country

US

Company Verification

Financial History

Ownership Structure

Credit Insights

Executive Contacts

Email Automation

Request a live demo presentation

We have generated thousand of leads for our happy customers

Want to see more contacts?

Request a 5 minutes demo to see the full potential for yourself

Power up your browser with business intelligence

Complete your Global Database experience