DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Venture Capital
Montgomery, AL
Our Montgomery, AL advisors provide financial advisory services to individuals, retirement plan sponsors, and endowments and foundations.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built and rebuilt at most every 15 minutes.
Also named here, with no published line of their own (reach them through the firm): James Underwood (Senior Director | Portfolio Management), Collin E. Roche (Co-CEO | GTCR), Dasha Smith (Executive Vice President and Chief Administrative Officer | National Football League), Rob Solomon (Founder and Chief Strategist | Bulldog Solutions, Inc.), Mark S. Wilson (Past Chairman | Kimley-Horn), Individual Investor (Executive or Business Owner), Zip Code (Required) (Would you like to talk to a financial advisor?), Professional Athletes (Investment advisory and co-fiduciary services that help you deliver more effective total retirement solutions.), Government Entities (CAPTRUST provides investment, fiduciary, and risk management services for nonprofit organizations.), My Accounts (Find an Advisor), Membership Organizations (Comprehensive wealth planning and investment advice, tailored to your unique needs and goals.), Walter E. Abele (Senior Financial Advisor).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan