DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||
|---|---|---|---|---|
| 2012 | ||||
CRISTINA BEATRICE MENDEZ Person · RIA / Wealth · matched CRISTINA PEREZ · INSIGNEO ADVISORY SERVICES, LLC | 1998 | |||
| 2015 | ||||
VIVIANA CRISTINA PEREZ CORDERO Person · RIA / Wealth · matched VIVIANA CRISTINA PEREZ · UBS FINANCIAL SERVICES INC. | 2007 | |||
Diana Cristina Rumbaugh Person · RIA / Wealth · matched Diana Cristina Perez Montealegre · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015 |
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.