FindOwnerSearch
Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| 2020 VISION: THE MOST CRITICAL DECADE | THE BANK OF NEW YORK MELLON CORPORATION | 225 Liberty Street New York NY 10286 | WEALTH MANAGEMENT SERVICES, NAMELY, PROVIDING FINANCIAL ASSET MANAGEMENT SERVICES AND INVESTMENT ADVICE TO INDIVIDUALS AND CORPORATIONS; |
| ADDEPAR | ADDEPAR, INC. | 335 Madison Ave, 25th floor New York NY 10017 | Wealth management services; strategic financial advisory services; financial advisory and consultancy services; financial planning services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; news reporting services in the field of financial news; financial forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial services, namely, assistance, advisory services and consultancy with regard to the financial services industry, funds management, and investment management; |
| ADVICE VALUE STACK | FMR | 245 Summer Street Boston MA 02210 | Wealth management services, namely, providing money management and financial guidance;ADVICE VALUE; |
| ALARM ASSET MANAGEMENT | Ronald Kruse | 11375 Robinson Drive, #210 Coon Rapids MN 55433 | wealth management services; publications in the field of wealth management; seminars in the field of wealth management and a television series in the field of wealth management; |
| ALLIANCE CAPITAL ADVISORY GROUP | March Group LLLP, The | 2108 Company Street Suite 4 Christiansted 00820 US Virgin Islands | Wealth management services, asset protection services, financial advisory and consultancy services, financial consulting services in asset management and asset protection, financial consultancy services for middle-market business owners;CAPITAL ADVISORY GROUP; |
|
|
|||
| AXIO WEALTH MANAGEMENT | Axio Wealth Management | 1132 North 1050 East American Fork UT 84003 | Wealth management services for the general public, high net worth clients and companies;WEALTH MANAGEMENT; |
| BEACON TRUST | Beacon Trust Company | 163 Madison Avenue , Suite 600 Morristown NJ 07960 | Wealth management services; investment management services; investment advisory services; financial planning services; financial trust administration services; estate administration services; tax advisory services; private banking services;Tax preparation services; |
| BECAUSE LIFE ALTERS WEALTH | Tucker Bria Wealth Strategies | 3100 Tower Boulevard Suite 117 Durham NC 27707 | Wealth management services, namely, providing investment management, financial planning and insurance brokerage services to individuals and businesses; |
| BMT | WSFS FINANCIAL CORPORATION | 500 DELAWARE AVENUE WILMINGTON DE 19801 | Wealth management services, banking services, and insurance brokerage services; |
| BMT WEALTH MANAGEMENT | WSFS FINANCIAL CORPORATION | 500 DELAWARE AVENUE WILMINGTON DE 19801 | Wealth management services, banking services, and insurance brokerage services;'WEALTH MANAGEMENT'; |
| BRYN MAWR CAPITAL MANAGEMENT | WSFS FINANCIAL CORPORATION | 500 DELAWARE AVENUE WILMINGTON DE 19801 | Wealth management services; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; |
| BRYN MAWR TRUST | WSFS FINANCIAL CORPORATION | 500 DELAWARE AVENUE WILMINGTON DE 19801 | Wealth management services, banking services, and insurance brokerage services;TRUST; |
| CAPITAL IDEAS! | Capital Investment Counsel, Inc. | 210 University Blvd., Ste#550 Denver CO 80206 | Wealth management services, money management and financial planning; |
| CLIMBING THE ADVICE VALUE STACK USING NEW ENGINES OF GROWTH | FMR | 245 Summer Street Boston MA 02210 | Wealth management services, namely, providing money management and financial guidance; |
| COMERICA VANTAGE | COMERICA BANK | 1717 Main Street Dallas TX 75201 | Wealth management services; |
| CONCIERGE CFO | Shulman, Perry A. | 336 Atlantic Avenue, Suite 200 East Rockaway NY 115181124 | wealth management services; financial advisory and planning services;CONCIERGE CHIEF FINANCIAL OFFICER;Tax planning and advisory services; accounting services; |
| DBR NEXT EMERGING WEALTH | D.B. Root & Company | 436 Seventh Avenue, Suite 2800 Pittsburgh PA 15219 | Wealth management services, namely, financial planning, investment management, estate planning, and financial planning in the fields of retirement, insurance, charitable giving, income tax, and education;EMERGING WEALTH; |
| FIN-ACCTG INC | Fin-Acctg Inc. | 4004 Portland Ridge Florissant MO 63034 | Wealth management services; Financial planning services; Investment consultation and advisory services; Financial planning consultation services; Estate planning services; Tax advisory services; Tax consultation services; Tax preparation services; Accounting services; Bookkeeping services; Insurance consultation services; Cash management services; Financial risk assessment and management services; Business risk assessment and management services; Business succession planning services; Business planning services; Business strategy development services; Business consultation services; Business development services;INC; |
| FOURTELL PERSONAL FINANCIAL FORECAST | Ronald Kruse | 11375 Robinson Drive, #210 Coon Rapids MN 55433 | wealth management services; publications in the field of wealth management; seminars in the field of wealth management and a television series in the field of wealth management;FOR TELL PERSONAL FINANCIAL FORECAST; FORE TELL PERSONAL FINANCIAL FORECAST; |
| FURTHER FINANCIAL GROUP | BFM & Associates | Suite 110 225 Pictoria Drive Cincinnati OH 45246 | Wealth management services, investment management, and financial planning and investment advisory services;FINANCIAL GROUP; |
| KEY VIEW | KEYCORP | 127 Public Square Cleveland OH 44114 | Wealth management services; |
| KNOW YOUR RISK RADIO | Bulwark Capital | 4307 125Th Street Ct NW Gig Harbor WA 98332 | Wealth management services, namely, financial and retirement planning, investment advice, and investment portfolio management offered through radio and podcast media sources; |
| LASTER FINANCIAL | Laster Financial inc | 8229 Tabor Ct Norfolk VA 23518 | Wealth management services; Financial asset management; Life insurance underwriting services; Health insurance underwriting services;FINANCIAL; |
| MEP > ONE | D.B. Root & Company | 436 Seventh Avenue, Suite 2800 Pittsburgh PA 15219 | WEALTH MANAGEMENT SERVICES, namely, QUALIFIED RETIREMENT PLAN MANAGEMENT SERVICES; |
| OAKGLEN | ED Group Holding Limited | 1 IFC St. Helier JE23BX Jersey | Wealth management services; financial services relating to wealth management; administration of funds and investments; tax services; corporate finance services; corporate funds management; corporate real estate advisory services; corporate trust services; private equity fund investment services; management of private equity funds; real estate services; real estate development services, namely, real estate management services, real estate consultancy and investment planning services, real estate acquisition services, real estate financing services, real estate agency services relating to the sale of buildings, real estate lease services; financing of real estate development projects; financing services relating to real estate development; real estate lending services; financing of property development; provision of finance for property development; financial services relating to the acquisition of property; venture capital management; venture capital financing; venture capital fund management; asset management; financial asset management; investment asset management; private client unit trust management services; private client trust administration services; fund management for private clients; bank account services; financial information for investors; equity financing; debt restructuring services; preparation of credit reports; preparation of financial reports; analysis of financial reports; information, advisory and consultancy services relating to the aforesaid services;Accounting services; business administration services; business management services; business organisation services; corporate management consultancy services; corporate management assistance; business analysis services; company management services; maintenance of asset registers for others; business research; business analysis; preparing business reports; writing of business reports; business acquisitions; provision of nominee company directors; company office secretarial services; business auditing; financial auditing; bookkeeping; business intermediary services relating to the matching of potential private investors with entrepreneurs needing funding; business advisory services relating to business liquidations; information, advisory and consultancy services relating to the aforesaid services; |
| ODYSSEY FINANCIAL ADVISORS | Breakwater | Suite 250 130 Dudley Pike Edgewood KY 41017 | Wealth management services, investment management, and financial planning and investment advisory services; financial consulting; |
| ONEGROUP | ONEGROUP NY, INC. | 706 NORTH CLINTON STREET SYRACUSE NY 13204 | wealth management services; |
| PARABLE WEALTH PARTNERS | Ernst & Andrew | 7760 France Ave Edina MN 55435 | Wealth management services, financial planning services, financial asset management services; |
| PARABLE WEALTH PARTNERS | Ernst & Andrew | 7760 France Ave Edina MN 55435 | Wealth management services, financial planning services, financial asset management services;WEALTH AND PARTNERS; |
| PERIGON | Perigon Partners | 201 Mission Street #1825 San Francisco CA 94105 | Wealth management services; investment advice and consultation services; trust services, namely, estate trust management, financial trust operations, trust management accounts, investment company services; estate planning services; fiduciary representative services; financial analysis, consultation, management and planning services, asset allocation;Tax consulting and advisory services; accounting services; |
| PLAN. INVEST. SUCCEED. | BLB&B Holdings | 516 N. Bethlehem Pike Ambler PA 19002 | Wealth management services; financial consulting, planning, guidance and risk management services; investment consulting, management, guidance and strategic services. None of the preceding services includes broker/dealer services on securities exchanges and over-the-counter markets;PLAN AND INVEST; |
| PROMASTER | Tally Ho Ventures, Inc. | 115 Route d'Arlon L-8311 Capellen Luxembourg | wealth management services, namely financial portfolio management; investment services, namely funds investment, investment advice; financial services, namely, financial mangement, financial exchange; banking services; financial counseling; estate planning; asset allocation; mortgage lending; loans, namely installment loans, loan financing;PRO MASTER; |
| PRÓMASTER INC | Tally Ho Ventures, Inc. | 115 Route d'Arlon L-8311 Capellen Luxembourg | wealth management services, namely, financial portfolio management; investment services, namely funds investment, investment advice; financial services, namely, financial management, financial exchange; banking services; financial counseling; estate planning; asset allocation; mortgage lending; loans namely, installment loans, loan financing;PRÓ MASTER INC;INC; |
| PROSPERITY FINANCIAL ADVISORS, LLC | Prosperity Financial Advisors | 5570 Pebble Village Lane Ste 200 Noblesville IN 46062 | Wealth management services ; Providing financial planning, retirement, investment and insurance planning services in the field of individual, business, life and health annuities; |
| PRUDENT EXPERT SYSTEM | Sequoia Financial Group | 900 Wilshire Drive, Ste# 300 Troy MI 48084 | Wealth management services, namely, financial planning, asset management, estate and insurance planning, corporate 401(k)/retirement plan guidance, and fiduciary representative consulting;SYSTEM; |
| PSS | Finreon AG | Oberer Graben 3 CH-9000 St. Gallen Switzerland | Wealth management services, namely, automated and customized investment allocations and risk profiling; Financial management and investment advice, namely, mutual fund advisory; |
| REDUCING UNCERTAINTY | Labrecque, Leon | Suite 100 5480 Corporate Drive Troy MI 48098 | Wealth management services; |
| RKL WEALTH MANAGEMENT | RKL WEALTH MANAGEMENT | 1800 FRUITVILLE PIKE LANCASTER PA 17601 | Wealth management services, financial planning services, retirement plan consulting services, investment management services, estate planning services, and financial consultancy and insurance consultancy;WEALTH MANAGEMENT; |
| RKL WEALTH MANAGEMENT | KUNTZ LESHER CAPITAL | 1800 FRUITVILLE PIKE LANCASTER PA 17601 | Wealth management services, financial planning services, retirement plan consulting services, investment management services, estate planning services, and financial consultancy and insurance consultancy;WEALTH MANAGEMENT; |
| RKL WEALTH MANAGEMENT | RKL Wealth Management | 1800 Fruitville Pike, PO Box 8408 Lancaster PA 17604 | Wealth management services, financial planning services, retirement plan consulting services, investment management services, estate planning services, and financial consultancy and insurance consultancy;WEALTH MANAGEMENT; |
| SGS WEALTH MANAGEMENT | SGS Wealth Management, Inc. | 3704 Abrams Rd. Dallas TX 75214 | Wealth management services, namely, wealth analysis, financial planning, tax planning, personal insurance consulting, investment consulting, securities trading, retirement planning, estate planning and asset management;WEALTH MANAGEMENT; |
| SHIELDPLUS+ | ParenteBeard Wealth Management | Suite 200 221 W. Philadelphia Street York PA 17401 | Wealth management services; Investment management and monitoring services; Estate planning; Financial planning; Charitable gift planning; Financial planning for funding of educational expenses; Financial planning for funding of long-term care; Income tax planning; Retirement planning; all of the above excluding debt counseling services;SHIELD PLUS+; |
| SIMPLIFYING THE COMPLICATED | Garrett Wealth Advisory Group | 201 Fort Worth Hwy Weatherford TX 76086 | wealth management services; |
| TAKING YOU THE WISEST ROUTE TO OPTIMAL SUCCESS | Fin-Acctg Inc. | 4004 Portland Ridge Florissant MO 63034 | Wealth management services; Financial planning services; Investment consultation and advisory services; Financial planning consultation services; Estate planning services; Insurance consultation services; Cash management services; Financial risk assessment and management services; |
| TAX COUPON | Ronald Kruse | 11375 Robinson Drive, #210 Coon Rapids MN 55433 | wealth management services; publications in the field of wealth management; seminars in the field of wealth management and a television series in the field of wealth management; |
| TAX COUPON | Kruse, Roger | Suite 210 11375 Robinson Drive Minneapolis MN 55433 | Wealth management services;TAX; |
| TAX SUPERSHEET | Ronald Kruse | 11375 Robinson Drive, #210 Coon Rapids MN 55433 | wealth management services; publications in the field of wealth management; seminars in the field of wealth management and a television series in the field of wealth management;TAX SUPER SHEET; |
| TAX SUPERSHEET | Roger Kruse | 11375 Robinson Drive, Suite 210 Minneapolis MN 55433 | wealth management services; publications in the field of wealth management; seminars in the field of wealth management and a television series in the field of wealth management;TAX SUPER SHEET; |
| TH FINANCIAL | Harlow, Timothy J. | 6225 West 10400 North Highland UT 84003 | Wealth management services, namely, wealth analysis, financial planning, tax planning, personal insurance consulting, investment consulting, securities trading, retirement planning, estate planning and financial asset management, in each case excluding real estate related services;FINANCIAL; |
| THE CAPITOL GROUP OF FERRIS, BAKER WATTS | FERRIS, BAKER WATTS, INC. | Suite 700 1700 Pennsylvania Avenue, NW Washington DC 20006 | Wealth management services, namely, providing financial planning, investment advisory, and portfolio management services to institutions and individuals; brokerage of publicly traded securities, non-registered securities, and insurance products;GROUP; |
| THE CAPTAIN'S LOG | William F. Lyon | 4357 Ferguson Drive, Suite 240 Cincinnati OH 45245 | Wealth management services; |
| TOWNERUSA | SECOND STREET HOLDINGS LTD. | 30E Lower Halcyon Heights Lascelles BB24016 Barbados | WEALTH MANAGEMENT SERVICES; INSURANCE CONSULTATION, NAMELY, PROVIDING ADVICE AND INFORMATION IN THE FIELD OF CAPTIVE INSURANCE; INSURANCE ADMINISTRATION IN THE FIELD OF CAPTIVE INSURANCE;TOWNER USA; |
| TRUESIGHT | Contango Capital Advisors, Inc. | 1608 FOURTH STREET SUITE 410 BERKELEY CA 94710 | Wealth management services, namely, investment management and investment advice;TRUE SIGHT; |
| UBS WEALTH WAY | UBS GROUP AG | Bahnhofstrasse 45 Zurich 8001 Switzerland | Wealth management services; financial planning; financial advice; investment advice; financial portfolio management and analysis; investment management;WEALTH; |
| WHITE CREST CAPITAL | Gutstein, Benjamin | 390 Sunset Lane Glencoe IL 60022 | Wealth management services, financial advisory services, financial planning services, investment management services, investment advisory services;CAPITAL; |
Where the owner name is not linked, that owner no longer owns the brand |
|||