Portfolio Management Companies

Showing 151 - 180 of 5296
Loan Size Business Address City State Zip
$27,160.00 SLP ADVISORY, LLC - FORMERLY SILVER LEAF PARTNERS, LLC 3561 DREHER SHOALS RD IRMO SC 29063-9115
$26,500.00 AXIO WEALTH MANAGEMENT, INC. 101 Trade One Drive Suite 20A WEST COLUMBIA SC 29170
$23,948.74 PARALLEL FINANCIAL LLC 511 RHETT ST Suite 2A GREENVILLE SC 29601-2413
$23,330.00 BREAKWATER ADVISORS LLC 1594 Palmcrest Dr Johns Island SC 29455-3109
$23,300.00 BREAKWATER ADVISORS, LLC 1594 Palmcrest Drive Johns Island SC 29455
$67,300.00 SEVENTYSIX CAPITAL VENTURE MANAGEMENT, LLC 375 E ELM ST STE 100 CONSHOHOCKEN PA 19428-1973
$66,766.42 EMRICH M. STELLAR JR. D/B/A STELLAR ADVISOR 714 Main St Bethlehem PA 18018-3865
$65,806.00 SUSQUEHANNA FINANCIAL ADVISORS LLC 4999 Louise Drive Suite 101 MECHANICSBURG PA 17055-4878
$64,150.00 CBS MANAGEMENT, INC. 206 2nd St Huntingdon PA 16652-1404
$63,300.00 THOMAS J. STROYNE 2551 Washington Rd., Suite 820A Pittsburgh PA 15241
$62,962.00 KRUPA WEALTH MANAGEMENT LLC. 614 Church St Honesdale PA 18431-1821
$61,046.00 ASSET STRATEGY RETIREMENT PLAN CONSULTANTS LLC 3500 Market Street Suite 102 CAMP HILL PA 17011-4321
$59,540.00 HERITAGE WEALTH MANAGEMENT GROUP LLC 500 COMMERCE DRIVE SUITE 100 CORAOPOLIS PA 15108
$149,900.00 AFFINITY ASSET MANAGEMENT LLC 13220 Metcalf Ave Ste 220 Overland Park KS 66213-2822
$141,161.87 FALCON WEALTH ADVISORS, LLC 1900 SHAWNEE MISSION PKWY MISSION KS 66205-2001
$115,200.00 ADVANCED ADVISORY SOLUTIONS INC. 5940 E CENTRAL AVE WICHITA KS 67208-4205
$115,187.00 MTM GROUP, LLC 5251 W 116th Pl Ste 300 Leawood KS 66211-7821
$110,100.00 AGH WEALTH ADVISORS, LLC 301 N Main, Suite 1700 WICHITA KS 67202
$110,020.00 MLN ELEVATION 11300 Tomahawk Parkway Suite 200 LEAWOOD KS 66211
$101,600.00 THE ALTVATER GROUP LLC 3818 E STROUD RD HUTCHINSON KS 67501-8210
$97,100.00 KCOE WEALTH MANAGEMENT, LLC 3030 CORTLAND CIR SALINA KS 67401-7874
$87,500.00 CORDELL & ASSOCIATES INC 7570 W 21ST ST N STE 1050A WICHITA KS 67205-1732
$58,300.00 JMS CAPITAL GROUP WEALTH SERVICES 4900 PERRY HWY Suite 300 PITTSBURGH PA 15229-2218
$56,800.00 LEWIS MCBETH & D'AMBROSIO LLP 1010 WESTERN AVENUE STE 600 PITTSBURGH PA 15233-2013
$55,715.00 NAYLOR & ASSOCIATES 21 South Wayne St Lewistown PA 17044
$54,200.00 COVERED BRIDGE ADVISORS LLC 708 Floral Vale Blvd MORRISVILLE PA 19067
$52,500.00 AVANTRA FAMILY WEALTH LLC 110 STERLING PKWY MECHANICSBURG PA 17050-2768
$52,463.00 MICHAEL L MILEY 16 Campus Blvd NEWTOWN SQUARE PA 19073-3229
$51,870.00 OAKMONT INVESTMENT ADVISORS IN 731 S AIKEN AVE PITTSBURGH PA 15232-1408
$20,833.00 BAILEY AND ASSOCIATES INVESTMENT 1122 LADY STREET SUITE 605 COLUMBIA SC 29201-3218