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Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| AGILE FUND SOLUTIONS | TILLMAN PES | 2211 YORK RD. SUITE 200 OAK BROOK IL 60523 | Financial advisory, analysis, consulting and management services in the fields of finance and accounting, investment and asset management, cash management, financial reporting, financial planning and financial due diligence; financial services, namely, operation and management of commodity pools, hedge, venture capital, private equity and other collective investment vehicles and advisers, and trade processing of financial instruments for others, namely, securities, options, futures, derivatives, debt instruments and commodities; financial advisory and consultancy services, namely, financial reporting services; financial analysis and providing reports, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; administration of financial affairs, namely, financial administration of accounting services to others; investment monitoring, reporting and analysis services;Business advisory, consulting and management services in the fields of the business operations, strategic planning, financing, equity and debt investment, cash management, finance and accounting, marketing, business administration, tax, regulatory compliance, business planning and business due diligence; outsource business provider in the fields of business, finance, operations, marketing, business administration, tax, management and accounting, namely, providing business management, financial. operational, marketing, business administration, tax and accounting personnel to businesses of all sizes; preparation of financial, operational, marketing, business administration, tax and management reports for others for business purposes; financial and operational record-keeping for regulatory compliance and other business purposes; advertising services, namely, promoting and marketing the goods and services of others through all communication means; preparing financial reports for others for business or commercial purposes;FUND SOLUTIONS; |
| AGILE FUND SOLUTIONS | Agile Fund Solutions | Suite 260 2185 N. California Blvd. Walnut Creek CA 94596 | Financial advisory, analysis, consulting and management services in the fields of finance and accounting, investment and asset management, cash management, financial reporting, financial planning and financial due diligence; financial services, namely, operation and management of commodity pools, hedge, venture capital, private equity and other collective investment vehicles and advisers, and trade processing of financial instruments for others, namely, securities, options, futures, derivatives, debt instruments and commodities; financial advisory and consultancy services, namely, financial reporting services; financial analysis and providing reports, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; administration of financial affairs, namely, financial administration of accounting services to others; investment monitoring, reporting and analysis services;Business advisory, consulting and management services in the fields of the business operations, strategic planning, financing, equity and debt investment, cash management, finance and accounting, marketing, business administration, tax, regulatory compliance, business planning and business due diligence; outsource business provider in the fields of business, finance, operations, marketing, business administration, tax, management and accounting, namely, providing business management, financial. operational, marketing, business administration, tax and accounting personnel to businesses of all sizes; preparation of financial, operational, marketing, business administration, tax and management reports for others for business purposes; financial and operational record-keeping for regulatory compliance and other business purposes; advertising services, namely, promoting and marketing the goods and services of others through all communication means; preparing financial reports for others for business or commercial purposes;FUND SOLUTIONS; |
| BLUE PRAIRIE GROUP | CERITY PARTNERS EOE | 335 MADISON AVENUE, 23RD FLOOR NEW YORK NY 10017 | financial advisory, consulting and management services regarding investments; retirement services in the nature of providing information and advice on the financial aspects of retirement; providing information and advice regarding the field of finance, financial investments and financial valuations;GROUP; |
| CASCO BAY INVESTMENT GROUP OF WACHOVIA SECURITIES | WACHOVIA CORPORATION | One Wachovia Center, 30th Floor (0630) 301 South College Street Charlotte NC 282880630 | Financial advisory, financial planning and investment brokerage services.;INVESTMENT GROUP or SECURITIES; |
| CFO AS A SERVICE | FLG PARTNERS | 3rd Floor 228 Hamilton Ave. Palo Alto CA 94301 | Financial advisory, analysis, consulting and management services for businesses relating to financial issues in the fields of acquisitions and mergers, finance and accounting, restructuring, financing, equity and debt investment, bankruptcy and corporate workouts, business liquidation analysis, cash management, financial reporting and internal auditing, financial planning and financial due diligence;Business advisory, consulting and management services for businesses relating to business issues in the fields of acquisitions and mergers, business operations, strategic planning, restructuring, financing, equity and debt investment, liquidation, cash management, regulatory compliance, business planning and business due diligence; outsource service provider in the fields of business, finance and accounting, namely, providing business management, financial and accounting personnel to businesses of all sizes; |
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| CFO EXCELLENCE - WHEN EXPERIENCE COUNTS | FLG PARTNERS | 3rd Floor 228 Hamilton Ave. Palo Alto CA 94301 | Financial advisory, analysis, consulting and management services for businesses relating to financial issues in the fields of acquisitions and mergers, finance and accounting, restructuring, financing, equity and debt investment, bankruptcy and corporate workouts, business liquidation analysis, cash management, financial reporting and internal auditing, financial planning and financial due diligence;Business advisory, consulting and management services for businesses relating to business issues in the fields of acquisitions and mergers, business operations, strategic planning, restructuring, financing, equity and debt investment, liquidation, cash management, regulatory compliance, business planning and business due diligence; outsource service provider in the fields of business, finance and accounting, namely, providing business management, financial and accounting personnel to businesses of all sizes;CFO; |
| CHARTING YOUR COURSE TO FINANCIAL SECURITY | BF GROUP | 9841 Adam Ave. Inver Grove Heights MN 55077 | Financial advisory, planning, and consultancy services, namely, to assist in the creation of personalized wealth management strategies and the implementation of the personalized wealth management strategies; |
| EVERSHORE FINANCIAL GROUP | Evershore Financial Group, Inc. | Suite 106 7284 West Palmetto Park Road Boca Raton FL 33433 | Financial advisory, consultancy and investment services, namely, financial planning in connection with insurance coverage for death, disability, accident and illness; financial planning and investment advisory services; financial planning through the use of insurance policies; tax planning; financial planning for retirement; estate planning;EVER SHORE FINANCIAL GROUP;Business planning;FINANCIAL GROUP; |
| FLG PARTNERS | FLG PARTNERS | 3rd Floor 228 Hamilton Ave. Palo Alto CA 94301 | Financial advisory, analysis, consulting and management services for businesses relating to financial issues in the fields of acquisitions and mergers, finance and accounting, restructuring, financing, equity and debt investment, bankruptcy and corporate workouts, business liquidation analysis, cash management, financial reporting and internal auditing, financial planning and financial due diligence;Business advisory, consulting and management services for businesses relating to business issues in the fields of acquisitions and mergers, business operations, strategic planning, restructuring, financing, equity and debt investment, liquidation, cash management, regulatory compliance, business planning and business due diligence; outsource service provider in the fields of business, finance and accounting, namely, providing business management, financial and accounting personnel to businesses of all sizes;PARTNERS; |
| FOCOS | Peter Grabell | #172 2033 San Elijo Avenue Cardiff CA 92007 | Financial advisory, consulting and management services; real estate management services; personal information aggregation services; |
| FORWARD ATTRIBUTION | Los Angeles Capital Management and Equity Research, Inc. | Suite 200 11150 Santa Monica Blvd. Los Angeles CA 90025 | Financial advisory, analysis and consultancy services; financial asset management; equity capital investment; financial services, namely, raising equity capital for others; consultancy of capital investment; financial services in the nature of securities analysis in connection with stock selection, risk management and quantitative analysis, namely, providing financial information in the nature of financial market data and statistics, market surveillance and analysis and measurement of performance, risks and expected returns of financial instruments to help financial portfolios managers to assess, analyze and manage risk and select securities within their respective client portfolios; portfolio management services, namely, quantifying the likelihood of gain or loss in expected returns associated with various securities and providing investors and financial advisors with an assessment as to said likelihood of gain or loss in expected returns;ATTRIBUTION; |
| FSL PUBLIC FINANCE | Stevens & Lee, P.C. | 111 North 6th Street Reading PA 19601 | Financial advisory, swap advisory and debt placement services;PUBLIC FINANCE; |
| GROWTH DEBT SIMPLIFIED | Spinta Capital | 429 Green Glen Way Mill Valley CA 94941 | Financial advisory, namely, strategic corporate financial advisory in the field of debt financing;GROWTH DEBT; |
| IN-LIFE | IN-LIFE PLANNING LTD. | 99 RANDALL AVE. FREEPORT NY 11520 | FINANCIAL ADVISORY, PLANNING AND PUBLICATION SERVICES; |
| LIFE! LIVE IT! | CLIENTCENTRIC ADVISORS | 225 W. Plaza St., #201 Solana Beach CA 92075 | Financial advisory, risk management, insurance and consultancy services for individuals and businesses in the field of general finances, real estate investment, risk management, insurance, tax strategies, securities trading, fundraising, investment management, portfolio planning and management, college and education planning and management, and retirement planning; Fiduciary representative services; Providing financial services information and financial information; Providing educational events, namely, live courses, coaching and seminars, virtual courses, coaching and seminars; online non-downloadable videos, websites and video and audio podcasts consisting of instruction, coaching and training to individuals and businesses; |
| MONEYAGE.COM | Frank Cheng | 277 Park Avenue 26th Fl. New York NY 10172 | Financial Advisory;MONEY AGE COM; |
| NON-PROFIT LEGACY IRA | 4J Technologies, Inc. | 1111 Far Oaks Drive Caseyville IL 62232 | Financial advisory, planning and consultancy services, namely, qualified funds distribution; charitable giving planning; charitable giving consulting in the nature of financial advisory, planning and consultancy; charitable giving advisory services in the nature of financial advisory, planning and consultancy; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals and families; financial advisory and consultancy services; financial custodian services; financial consulting services; financial planning services; financial management services; financial administration of retirement plans; retirement planning services; retirement consulting services; individual retirement account services;Tax and taxation planning and consulting services; tax consulting services;IRA; |
| PERSONAL CFO | Assante Capital Management Inc | 1190 Saratoga Avenue Suite 200 San Jose CA 95129 | Financial advisory, namely, forecasting and exchange, investment management, asset allocation, portfolio management, insurance brokerage, estate planning, succession planning, cash management, wealth management and personal support services, namely, personal financial planning;Tax consultation, contract negotiation and business management; |
| PRAIRIEDIGM | Blue Prairie Group | Suite 300 140 S. Dearborn Street Chicago IL 60603 | financial advisory, consulting and management services regarding investments; retirement services in the nature of providing information and advice on the financial aspects of retirement; providing information and advice regarding the field of finance, financial investments and financial valuations;PRAIRIE DIGM; |
| PROTRUST | Empire Holding Corporation | 424 Church Street Suite 1300 Nashville TN 37219 | Financial advisory, investment management, securities brokerage, financial planning; Insurance brokerage in the field of accident, health, life, annuity and variable contracts;PROFESSIONAL TRUST; |
| QUALIFIED PLAN IN A BOX | Qualified Plan in a Box | 8801 Greyhawk Drive Fort Wayne IN 46835 | Financial advisory, namely, qualified plan turnkey asset management services for coordinating and completing the required forms needed to establish open investment and retirement qualified plans;QUALIFIED PLAN; |
| R&B SOLUTIONS | R & B RECEIVABLES MANAGEMENT, INC. | 860 Northpoint Boulevard Waukegan IL 60085 | Financial advisory, consultancy, and risk management services in the fields of healthcare, medical bills, student loans, default aversion, loss mitigation, and debt recovery and litigation; health care financial advisory, consultancy, and risk management services, namely, providing financial information; insurance claim financial evaluation, assistance, eligibility, and processing services for Medicaid and governmental and private health care programs; financial services for health care providers, namely, risk management, collection, and reimbursement services; financial counseling and providing financial assistance for uninsured and underinsured patients; medical bill payment services; insurance claims administration services, namely, medical insurance identification and third party medical payer identification services; servicing of student loans, namely, student loan default aversion and loss mitigation services; student loan advisory, consultancy, and risk management services; financial services, namely, arranging of modified loan terms in the nature of deferment, forbearance, and alternative repayment structures for lenders, servicers, and borrowers;R AND B SOLUTION; |
| SPINTA CAPITAL | Spinta Capital | 429 Green Glen Way Mill Valley CA 94941 | Financial advisory, namely, strategic corporate financial advisory in the field of debt financing;The English translation of Spinta in the mark is push.;CAPITAL; |
| START SMART ADVISOR | Start Smart Advisor, Inc. | Suite 107 2120 Foothill Boulevard La Verne CA 91750 | Financial advisory, investment, and consultancy services, namely, providing financial information regarding retirement planning, employee benefits, insurance, budgeting, and financial literacy and management;ADVISOR; |
| SUSTAINABLE PROSPERITY | EMPOWERED WEALTH, LC | 2255 E Sunnyside Ave 58836 Salt Lake City UT 84108 | Financial advisory, planning and consultancy services for management and investment of personal assets, namely, tangible and intangible personal assets; financial investment advisory and consultancy services; family wealth advisory and consultancy services; |
| SUSTAINABLE PROSPERITY | Quadrant Living Experience | Suite 200 801 North 500 West Bountiful UT 84010 | Financial advisory, planning and consultancy services for management and investment of personal assets, namely, tangible and intangible personal assets; financial investment advisory and consultancy services; family wealth advisory and consultancy services; |
| THE LIFE YOU WANT TO LIVE ... THE WAY YOU WANT TO LIVE IT. | Dolf Dunn Wealth Management | Suite 101 11330 Vanstory Drive Huntersville NC 28078 | Financial advisory, investment and consultancy services, namely, the creation of personalized strategies to achieve financial independence; |
| THRIVING PEOPLE | PUTNAM INVESTMENTS | 100 Federal Street Boston MA 02110 | Financial advisory, planning and management services related to ESG (Environmental, Social and Governance) funds and investments; Mutual fund and exchange traded fund (ETF) investment, brokerage, management, and distribution services; Mutual fund and exchange traded fund (ETF) administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; financial planning; securities brokerage services; money management; retirement plan administration services; financial administration and investment management services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund and exchange traded fund (ETF) performance; providing financial information by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; dissemination of financial information relating to the transition from work to retirement or from one job to another; providing online information about securities prices; financial advisory services; research in the field of investments and finance; excluding venture capital services from all of the foregoing services; |
| THRIVING PLANET | PUTNAM INVESTMENTS | 100 Federal Street Boston MA 02110 | Financial advisory, planning and management services related to ESG (Environmental, Social and Governance) funds and investments; Mutual fund and exchange traded fund (ETF) investment, brokerage, management, and distribution services; Mutual fund and exchange traded fund (ETF) administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; financial planning; securities brokerage services; money management; retirement plan administration services; financial administration and investment management services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund and exchange traded fund (ETF) performance; providing financial information by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; dissemination of financial information relating to the transition from work to retirement or from one job to another; providing online information about securities prices; financial advisory services; research in the field of investments and finance; excluding venture capital services from all of the foregoing services; |
| THRIVING PUBLIC | PUTNAM INVESTMENTS | 100 Federal Street Boston MA 02110 | Financial advisory, planning and management services related to ESG (Environmental, Social and Governance) funds and investments; Mutual fund and exchange traded fund (ETF) investment, brokerage, management, and distribution services; Mutual fund and exchange traded fund (ETF) administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; financial planning; securities brokerage services; money management; retirement plan administration services; financial administration and investment management services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund and exchange traded fund (ETF) performance; providing financial information by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; dissemination of financial information relating to the transition from work to retirement or from one job to another; providing online information about securities prices; financial advisory services; research in the field of investments and finance; excluding venture capital services from all of the foregoing services; |
| TILLER PRIVATE WEALTH | Tiller Private Wealth, Inc. | 1412 Walter Street Bethlehem PA 18015 | financial advisory, consultation and investment services; |
Where the owner name is not linked, that owner no longer owns the brand |
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