DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| FREEPORT, | $338M | 7 | 2024 | ||||
| $18.3M | 16 | 7 | 2025 | ||||
TRUE WAVE FINANCIAL PLANNERS Registered adviser · RIA / Wealth · matched LUCAS GROUP FINANCIAL PLANNERS, INC. · 801-112737 | SACRAMENTO, | $456M | 3 | 2018 | |||
| 2 | |||||||
| · probable Unsized | Red Bank, | $219M | 2 | 21 |
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.