Ursprung des Netzwerks ersten Grades von Fred George Werner
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Summit Financial Wealth Advisors LLC
 Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial Wealth Advisors LLC (Summit Financial) is a registered investment advisor headquartered in Lafayette, Louisiana. The firm was founded as an independent team within Legg Mason in 2003 and became a Focus Financial Partner Firm in 2014. They are a direct subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Summit Financial offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Fred George Werner
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| University of Louisiana at Lafayette | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 3 |
Sektoral
| Consumer Services | 2 |
| Finance | 2 |
Operativ
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
| Corporate Officer/Principal | 1 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| David Russell Daniel | 3 |
- Börse
- Insiders
- Fred George Werner
- Unternehmensverbindungen
