DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Grand Rapids, | 400 | |||||||
| Grand Rapids, | $16.2M | 42 | 19 | 1 | 2024 | |||
| Carle Place, | 84 | |||||||
| Buffalo, | 83 | |||||||
| Philadelphia, | 53 | |||||||
| 1988 | ||||||||
| 1994 | ||||||||
| 2004 | ||||||||
| 2009 | ||||||||
| 1983 | ||||||||
| 2012 | ||||||||
| 2007 | ||||||||
| 2010 | ||||||||
| 2016 | ||||||||
| 1986 | ||||||||
| 2015 | ||||||||
| 2013 | ||||||||
| 2015 | ||||||||
| 2016 | ||||||||
| 2000 | ||||||||
| 2014 | ||||||||
| 1993 | ||||||||
| 1985 | ||||||||
| 1998 | ||||||||
| 2006 | ||||||||
| 2008 | ||||||||
JULIET D PARSONS-BETZEL Person · RIA / Wealth · matched JULIET PARSONS BETZEL · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2003 | |||||||
| 1999 | ||||||||
| 1998 | ||||||||
| 2015 | ||||||||
| 2006 | ||||||||
| 2006 | ||||||||
| $26.7M | 12 | 2012 | ||||||
| Rowlett, | 50 | |||||||
BRITTANY JEAN ROGERS Person · RIA / Wealth · matched BRITTANY JEAN BETZ · SOVEREIGN FINANCIAL GROUP, INC. | 2012 | |||||||
Ruth Currie Ladas Person · RIA / Wealth · matched Ruth Michelle Betzold · BLACKRIDGE ASSET MANAGEMENT, LLC | 2011 | |||||||
| 2014 | ||||||||
| Palo Alto, | 1 | |||||||
| San Diego, | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| New York, | ||||||||
| Scotts Valley, | ||||||||
| Fort Lauderdale, |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.