DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||
|---|---|---|---|---|---|
| 2016 | |||||
| 2005 | |||||
KATHERINE LEE HYLAND MERCER Person · RIA / Wealth · matched KATHERINE LEE URBANOWICZ · FERRIS WHEEL FINANCE, INC. | 2002 | ||||
| 2009 | |||||
| 2014 | |||||
KATHERINE LEE CHAPPELL Person · RIA / Wealth · matched KATHERINE LEE CHAN · AMERIPRISE FINANCIAL SERVICES, LLC | 2002 | ||||
| 2016 | |||||
KATHERINE LEE LOREN KOVACH Person · RIA / Wealth · matched KATHERINE LEE LOREN SPRICH · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015 | ||||
| 2014 | |||||
| 2016 | |||||
| 2016 | |||||
RACHEL K BUNNELL Person · RIA / Wealth · matched RACHEL KATHERINE LEE · ROBERT W. BAIRD & CO. INCORPORATED | 2009 | ||||
Dana Katherine Marlowe Person · RIA / Wealth · matched Dana Katherine Lee · ADVICE AND PLANNING SERVICES | 2014 | ||||
KATHERINE SHELTON FONVILLE Person · RIA / Wealth · matched KATHERINE LEEANN SHELTON · COVENANT WEALTH ADVISORS | 2004 | ||||
| New York, | 1 |
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.