DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| MURRIETA, | $123M | 3 | 2022 | ||||
| Nashville, | 1,443 | ||||||
| 2 | |||||||
| STUART, | $18.4M | 2026 | |||||
| Nashville, | 103 | ||||||
| Albany, | 141 | ||||||
| 2 | 2024 | ||||||
| Peachtree Corners, | 66 | ||||||
| Brooklyn, | 175 | ||||||
| Lancaster, | 151 | ||||||
| Naperville, | 63 | ||||||
| $95.8M | 3 | 2 | 2031 | ||||
| 1999 | |||||||
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| 1990 | |||||||
Diane Davies Poepping Person · RIA / Wealth · matched DIANE RENEE^DAVIES^^DAVIES DAVIES · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011 | ||||||
| 2014 | |||||||
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| 1999 | |||||||
BRENDA DAVIES CLARKE Person · RIA / Wealth · matched BRENDA LEE DAVIES · TRUIST ADVISORY SERVICES, INC. | 2004 | ||||||
| 2013 | |||||||
| 1985 | |||||||
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| 2007 | |||||||
MICHAEL DAVIES Person · RIA / Wealth · UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2014 |
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.