DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $300M | 5 | 8 | 2032 | ||||
| New York, | 567 | ||||||
| 1 | |||||||
| 2 | 2 | 2032 | |||||
| $397M | 6 | 1 | 2026 | ||||
| $944M | 3 | 1 | 2026 | ||||
| $22.8M | 3 | 1 | 2032 | ||||
| 2006 | |||||||
| 2000 | |||||||
| 2009 | |||||||
| 2013 | |||||||
| 1998 | |||||||
| 2015 | |||||||
| $2.0M | 2 | 1 | 2032 | ||||
| 2 | 2 | ||||||
| 2010 | |||||||
Kristen Maren Daniels Person · RIA / Wealth · matched KRISTEN MAREN KLICK · CETERA INVESTMENT ADVISERS LLC | 1987 | ||||||
| 2016 | |||||||
Jolanta Monika Serrano Person · RIA / Wealth · matched JOLANTA M ZABOKLICKA · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2005 | ||||||
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.