Fund direct advisors inc
WebDana Investment Advisors is a large advisory firm with 1901 clients and discretionary assets under management (AUM) of $4,091,332,690 (Form ADV from 2024-03-30). Their last reported 13F filing for Q4 2024 included $1,906,025,693 in managed 13F securities and a top 10 holdings concentration of 20.7%. WebMar 31, 2024 · After an early-year risk-on rally that pushed the Russell 2000® Index of small- cap stocks up nearly 10% through the start of March, concerns over a banking crisis sent the benchmark down more than 7% for the month. For the quarter, the Heartland Value Fund outperformed, returning nearly 2.74%, while the Russell 2000® Value Index closed …
Fund direct advisors inc
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WebDec 31, 2024 · About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and … WebFinancial Advisory Service, Inc. Tom Meier, Managing Dir. (913) 239-2300 [email protected] Date of Joining Protocol 9/30/2016 Financial Advocates Investment Management, LLC Lisanne Butterfield [email protected] (503) 635-5244 Date of Joining Protocol 7/8/2024 Financial Benefit Services Corporation
WebFund Direct Advisors Inc - Company Profile and News - Bloomberg Markets Software Updates Manage Products and Account Information Americas Asia Pacific +65 6212 1000 Company Bloomberg Opinion... WebFund Direct Advisors, Inc. Financial Services Greensboro, North Carolina 164 followers Specializing in Retirement Plans & Individual Wealth Management Follow View all 4 …
WebFund Direct Advisors, Inc. 162 followers on LinkedIn. Specializing in Retirement Plans & Individual Wealth Management Providing corporate plan sponsors with retirement plan guidance and clarity by providing fiduciary services to large and small businesses. Excelling in customized solutions and plan design while ensuring strict adherence to all fiduciary … Web2 days ago · Daniel Sotiroff. Apr 11, 2024. Converting mutual funds to exchange-traded funds has become a growing trend in the investment industry over the past two years. More than three dozen of these ...
WebFund Directions offers market-leading insight into the latest industry, regulatory and legal developments impacting fund directors. Our coverage and events focus on how boardrooms across the US are tackling a …
WebMar 16, 2024 · Chief Executive Officer At Fund Direct Advisors, Inc. at Fund Direct Advisors . Chris Stanley started with Euliss Propane in April of 1996. He takes great pride in having the right team of employees to provide the best service available in the propane industry. Chris studied Economics at Hampden-Sydney College and worked as a … gary r fishmanWebFund Direct Advisors Inc. (CRD# 155363) is a financial advisory firm headquartered in Greensboro, NC. They manage $500,000,000 in 350 accounts and serve the financial needs of clients across 1 states (or territories). Current Firm Details 7800 Mccloud Road, Suite 201, Greensboro, NC 27409 http://funddirectadvisors.com By the Numbers gary r ferrisWebFunds Direct Canada Inc. Membership Effective April 12, 2002. 2363 McIntyre Street Regina, SK S4P 2S3 ... Oakhaven Wealth Advisors Inc. Membership Effective May 29, 2003. 4 Cedar Pointe Drive Unit B1 Barrie, Ontario ... Royal Mutual Funds Inc. (Opens in a new window) Membership Effective November 15, 2001. 88 Queens Quay West, 12th … gary r goin mdWebApr 3, 2024 · International Tax Advisors, Inc. Dec 2024 - Present5 years 3 months. Miami/Fort Lauderdale Area. Advise individuals and businesses … gary r fussner the eagle flies freeWebFund Direct Advisors Inc is a company headquartered in Greensboro, North Carolina. It has $660 million in total assets across its 380 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 380 customer accounts, just 14% are associated with high-net-worth investors who ... gary r habermasWebFund Direct Advisors Inc is a company headquartered in Greensboro, North Carolina. It has $660 million in total assets across its 380 customer accounts, making it one of the … gary r hemingerWebFund Direct Advisors Inc - Company Profile and News - Bloomberg Markets Software Updates Manage Products and Account Information Americas Asia Pacific +65 6212 … gary rhinehart fargo nd