DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 3 | |||||||
HALTER FERGUSON FINANCIAL INC Registered adviser · RIA / Wealth · 801-57288 Also on Independent Sponsors | CARMEL, | $705M | 1 | 8 | 2012 | ||
| Vincennes, | 180 | ||||||
| 1998 | |||||||
| 2016 | |||||||
| 2003 | |||||||
| 1984 | |||||||
PATRICIA HALTERMAN NELSON Person · RIA / Wealth · matched PATRICIA HALTERMAN THOMAS · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 1996 | ||||||
| 2001 | |||||||
| 2007 | |||||||
| 2009 | |||||||
| 2016 | |||||||
| 1999 | |||||||
| 1992 | |||||||
| 2014 | |||||||
| 2010 | |||||||
| 2001 | |||||||
| 2006 | |||||||
| 2008 | |||||||
| 2015 | |||||||
| 2010 | |||||||
| 2006 | |||||||
| 2015 | |||||||
| 2016 | |||||||
| $13.0M | 46 | 2020 | |||||
UBIQUITY HALTER B SPV, LLC Fund · RIA / Wealth · UBIQUITY VENTURES MANAGEMENT, LLC Also on Venture Capital | $1.9M | 13 | 2022 | ||||
| $3.1M | 2026 | ||||||
| $2.9M | 2025 | ||||||
| 2001 | |||||||
MATTHEW BERNARD HAUSHALTER Person · RIA / Wealth · matched MATTHEW B HARSHALTER · AMERICAN HARBOUR WEALTH MANAGEMENT, LLC | 2011 | ||||||
| 1986 | |||||||
Renae Michelle Aiple Person · RIA / Wealth · matched renae michelle halter · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2014 | ||||||
| LOS Angeles, | 2025 | ||||||
| 2007 | |||||||
| 2000 | |||||||
| 2016 | |||||||
| 2006 | |||||||
| 2000 | |||||||
| 2013 | |||||||
| 2004 | |||||||
| 1998 | |||||||
| 2015 | |||||||
Whalter A Ponce Person · RIA / Wealth · matched WHALTER ALEXANDER PONCE LESCANO · J.P. MORGAN SECURITIES LLC | 2012 | ||||||
| 2014 | |||||||
| 2016 | |||||||
| 2011 | |||||||
| 1987 | |||||||
| 2014 | |||||||
| 2013 | |||||||
Matthew William Burkhalter Person · RIA / Wealth · 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.