Randall Fretz
Direktor/Vorstandsmitglied bei Wells Investment Securities, Inc.
Vermögen: 14 506 $ am 29.02.2024
Ursprung des Netzwerks ersten Grades von Randall Fretz
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
| Extinct | Real Estate Investment Trusts | 11 | |
Wildermuth Endowment Fund
 Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Wildermuth Endowment Fund is non-diversified, closed-end management investment fund, which engages in the provision of long-term capital appreciation and income by employing investment strategies and asset allocation policies followed by traditional endowment funds. The company was founded by Daniel Lloyd Wildermuth on August 28, 2013 and is headquartered in Ponte Vedra Beach, FL.
8
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 8 |
Wells Core Office Income REIT, Inc.
 Wells Core Office Income REIT, Inc. Investment Trusts/Mutual FundsMiscellaneous Wells Core Office Income REIT, Inc. is a closed-end investment fund/investment trust. The company acquire and operates a diversified portfolio of commercial real estate consisting primarily of high-quality, income-generating office and industrial properties located in the United States and leased or pre-leased to creditworthy companies and governmental entities. The company was founded on July 3, 2007 and is headquartered in Norcross, GA.
7
| Extinct | Investment Trusts/Mutual Funds | 7 |
Wells Investment Securities, Inc.
 Wells Investment Securities, Inc. Investment Banks/BrokersFinance Wells Investment Securities, Inc. offers security brokerage services. The private company is based in Norcross, GA and has subsidiaries in the United States.
3
| Private Company | Investment Banks/Brokers | 3 |
Kids2, Inc.
 Kids2, Inc. Recreational ProductsConsumer Durables Kids2, Inc. designs and markets nursery items and developmental toys for children. Its products include bouncers and rockers, play mats and gyms, swings, bath and potty, blankets and swaddles, nursing and positioning, and travel toys. The company was founded in 1969 and is headquartered in Atlanta, GA.
3
| Private Company | Recreational Products | 3 |
Wells Management Co., Inc.
1
| Subsidiary | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Randall Fretz
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Wells Real Estate Funds, Inc.
 Wells Real Estate Funds, Inc. Investment ManagersFinance Wells Real Estate Funds, Inc. provides real estate investment management services. Its services include acquisitions, asset management, property management, leasing, construction management, and dispositions. The company was founded in 1984 by Leo F. Wells III and is headquartered in Norcross, GA. | Investment Managers | Chief Executive Officer Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Sales & Marketing | |
| COLUMBIA PROPERTY TRUST, INC. | Real Estate Investment Trusts | Director/Board Member President Director/Board Member Director/Board Member Director/Board Member | |
| University of Georgia | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Signature Office REIT, Inc.
 Signature Office REIT, Inc. Real Estate Investment TrustsFinance Signature Office REIT, Inc. operates as a real estate investment trust, which engages in the acquisition, ownership, and operation of commercial properties. Its portfolio includes office buildings which are leased out to companies. The company was founded on July 3, 2007 and is headquartered in Norcross, GA. | Real Estate Investment Trusts | Director/Board Member Chief Executive Officer Chairman | |
Wells Capital, Inc.
 Wells Capital, Inc. Real Estate DevelopmentFinance Wells Capital, Inc. provides real estate services. It performs services for the Wells Real Estate Funds and REITs, including presenting, structuring and acquiring real estate investment opportunities. The firm enters into leases and service contracts on acquired properties, arranging for completing the disposition of properties and providing accounting and administrative functions. The company was founded in 1978 and is headquartered in Norcross, GA. | Real Estate Development | Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer | |
Creek Pine REIT LLC
 Creek Pine REIT LLC Real Estate Investment TrustsFinance Creek Pine REIT LLC is engaged in providing real estate investment services. The company is headquartered in Atlanta, GA. | Real Estate Investment Trusts | Director/Board Member Director/Board Member President | |
Kalos Management, Inc.
 Kalos Management, Inc. Investment ManagersFinance Kalos Management, Inc. is an independent registered investment advisor headquartered in Alpharetta, Georgia. The firm was co-founded by Daniel and Carol Wildermuth in 2004. Kalos Management provides advisory services primarily to individual clients. They also provide services to high net worth individuals, pension and profit sharing plans, and charitable organizations. | Investment Managers | Chief Executive Officer Founder Corporate Officer/Principal | |
| Wildermuth Securities LLC | Chief Executive Officer Director/Board Member | ||
| Texas A&M University | College/University | Undergraduate Degree Doctorate Degree | |
| Wells Timberland Management Organization LLC | President Director of Finance/CFO | ||
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Kalos Capital, Inc.
 Kalos Capital, Inc. Investment Banks/BrokersFinance Kalos Capital, Inc. provides security brokerage services. The private company is based in Alpharetta, GA. The CEO of the company is Daniel Lloyd Wildermuth. | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal | |
Clear Guide Medical, Inc.
 Clear Guide Medical, Inc. Medical SpecialtiesHealth Technology Clear Guide Medical, Inc. develops navigation technology for image fusion and augmented reality. The firm's products include CLEAR GUIDE ONE, CLEAR GUIDE SCENERGY, VisiMARKER Patient Markers and SteriMASK Sterile Covers. It offers ongoing investment opportunities to support build-out of international sales. The company was founded by Dorothee Heisenberg, Philipp J. Stolka, Emad M. Boctor and Gregory D. Hager in 2010 and is headquartered in Baltimore, MD. | Medical Specialties | Director/Board Member Director/Board Member | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| TimberStar Advisors LLC | Corporate Officer/Principal Corporate Officer/Principal | ||
Atlanta Athletic Club
 Atlanta Athletic Club Movies/EntertainmentConsumer Services Atlanta Athletic Club operates as a private athletic club. The company was founded in 1898 and is headquartered in Duluth, GA. | Movies/Entertainment | President Corporate Officer/Principal | |
National Association of Real Estate Investment Trusts, Inc.
 National Association of Real Estate Investment Trusts, Inc. Real Estate Investment TrustsFinance National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997. | Real Estate Investment Trusts | Corporate Officer/Principal Corporate Officer/Principal | |
| Georgia Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree | |
| Lend Lease Real Estate Investments, Inc. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
TIN LLC
 TIN LLC Containers/PackagingProcess Industries Temple-Inland LLC manufactures corrugated packaging and building products. It operates through the Corrugated Packaging and Building Products segments. The firm's Corrugated Packaging segment deals with the manufacture of containerboard, linerboard, corrugating medium, and white-top linerboard and converts them into a line of corrugated packaging. Its Building Products segment handles the production of lumber, gypsum wallboard, particleboard, medium density fiberboard and fiberboard. The company was founded in 1983 and is headquartered in Memphis, TN. | Containers/Packaging | Corporate Officer/Principal Corporate Officer/Principal | |
| Vigilant Compliance LLC | Compliance Officer Director/Board Member | ||
| Kingdom Investments LLC | Director/Board Member Director/Board Member | ||
DSI Digital LLC
 DSI Digital LLC Packaged SoftwareTechnology Services DSI Digital LLC provides engineering and modeling software services. The firm's product ViZZ is a disruptive VI (Visual Intelligence) software that pairs 3D and AI to enable users to digitally mirror projects and environments from a multitude of sources and programs. Its services include commercial construction, property management, and franchisors. The company was founded by Mitch Hughes in 1989 and is headquartered in Peachtree Corners, GA. | Packaged Software | Director/Board Member | |
Inland Bancorp, Inc.
 Inland Bancorp, Inc. Financial ConglomeratesFinance Part of Byline Bancorp, Inc., Inland Bancorp, Inc. provides commercial loans and debit cards to support business growth. Inland Bancorp is based in Oak Brook, IL. The company understands the complexities of both personal and business life and offers successful options that work for their clients. Inland Bancorp was acquired by Byline Bancorp, Inc. on July 01, 2023 for $138.45 million. | Financial Conglomerates | Director/Board Member | |
JLLIPT Holdings LP
 JLLIPT Holdings LP Real Estate Investment TrustsFinance Part of Jones Lang LaSalle, Inc., JLLIPT Holdings LP functions as a real estate investment trust. The company is based in Chicago, IL. | Real Estate Investment Trusts | Director/Board Member | |
EGL Holdings
 EGL Holdings Investment ManagersFinance Founded in 1988, EGL Holdings is a private equity firm located in Atlanta, Georgia. | Investment Managers | Corporate Officer/Principal | |
| AMVESCAP Group Services, Inc. | Corporate Officer/Principal | ||
First Trust Real Assets Fund
 First Trust Real Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Real Assets Fund is a non-diversified, closed-end management investment company that intends to operate as an interval fund. The company was founded on December 8, 2021 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Compliance Officer | |
| Invesco Capital Management, Inc. | President | ||
| Clemson University | College/University | Corporate Officer/Principal | |
| INDEPENDENCE REALTY TRUST, INC. | Real Estate Investment Trusts | Corporate Officer/Principal | |
Clemson University Foundation
 Clemson University Foundation Investment Trusts/Mutual FundsMiscellaneous Clemson University Foundation (CU Foundation) is an independent, not-for-profit organization headquartered in Clemson, South Carolina. CU Foundation was founded in 1933 to promote the welfare and future development of Clemson University. | Investment Trusts/Mutual Funds | President | |
The Atlanta Botanical Garden, Inc.
 The Atlanta Botanical Garden, Inc. Other Consumer ServicesConsumer Services Atlanta Botanical Garden develops and maintains plant collections for display, education, research, conservation and enjoyment. The company was founded in 1976 and is headquartered in Atlanta, GA. | Other Consumer Services | Corporate Officer/Principal | |
| The Neothermal Energy Co. | Director/Board Member | ||
SFA Holdings, Inc.
 SFA Holdings, Inc. Investment ManagersFinance SFA Holdings, Inc. provides financial advisory services. It offers investment, insurance solutions and practice management resources. The company is headquartered in Atlanta, GA. | Investment Managers | Director/Board Member | |
JLL Income Property Trust, Inc.
 JLL Income Property Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous JLL Income Property Trust, Inc. is a real estate investment trust. It owns and manages a diversified portfolio of apartment, industrial, office and retail properties. The company was founded on May 28, 2004 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member | |
Independence Realty Advisors LLC
 Independence Realty Advisors LLC Investment ManagersFinance Part of SoftBank Group Corp., Independence Realty Advisors LLC is a company that provides investment advice. The company is based in Philadelphia, PA. | Investment Managers | President | |
| Texas Christian University | College/University | Undergraduate Degree | |
Infinity Core Alternative Fund
 Infinity Core Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Infinity Core Alternative Fund operates as a closed end investment trust. The investment objective of the trust is to seek long-term capital growth. It also invests in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities and currency interests. The company was founded on October 1, 2013 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Compliance Officer | |
| Investment Program Association | President | ||
Inland Group, Inc.
 Inland Group, Inc. Real Estate DevelopmentFinance The Inland Group, Inc. provides real estate services. The company is headquartered in Oak Brook, IL. | Real Estate Development | Corporate Officer/Principal | |
Spacelabs Healthcare, Inc.
 Spacelabs Healthcare, Inc. Medical SpecialtiesHealth Technology Spacelabs Healthcare, Inc. manufactures and distributes medical devices and services. It offers cardiology and remote monitoring, cybersecurity, and supplies and accessories. The company was founded by Ben L. Ettelson and James A. Reeves in 1958 and is headquartered in Snoqualmie, WA. | Medical Specialties | Corporate Officer/Principal | |
Abbott Cardiovascular Systems, Inc.
 Abbott Cardiovascular Systems, Inc. Medical SpecialtiesHealth Technology Abbott Cardiovascular Systems, Inc. manufactures medical devices. It also makes cardiac and peripheral vascular repair surgical systems. The company was founded in 1978 and is headquartered in Santa Clara, CA. | Medical Specialties | Sales & Marketing | |
RB&Co. Holdings LLC
 RB&Co. Holdings LLC Investment ManagersFinance RB&Co. Holdings LLC engages in the provision of investment services. It offers financial and estate planning, investment analysis and management, complete tax preparation and business services for individuals and organizations, fiduciary discharge and retirement plan services. The company was founded in 1979 and is headquartered in Roswell, GA. | Investment Managers | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Finance | 24 |
| Consumer Services | 8 |
| Miscellaneous | 5 |
| Health Technology | 4 |
| Commercial Services | 3 |
Operativ
| Director/Board Member | 91 |
| Corporate Officer/Principal | 65 |
| President | 36 |
| Undergraduate Degree | 20 |
| Independent Dir/Board Member | 18 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Daniel Lloyd Wildermuth | 17 |
| Leo Fred Wells | 16 |
| Douglas Paul Williams | 16 |
| Bernadette Murphy | 13 |
| Brian M. Davis | 13 |
| Donald S. Moss | 13 |
| R. Day | 13 |
| Frank M. Bishop | 12 |
| John C. Alexander | 11 |
| Stephen George Franklin | 11 |
| E. N. Mills | 10 |
| Henry G. Zigtema | 10 |
| Anthony Lewis | 9 |
| George W. Sands | 9 |
| Don R. Henry | 8 |
- Börse
- Insiders
- Randall Fretz
- Unternehmensverbindungen
