DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| 82 | ||||||
| 1 | 2023 | |||||
LANCASTER POLLARD INVESTMENT ADVISORY GROUP Registered adviser · RIA / Wealth · matched LANCASTER POLLARD ASSET MANAGEMENT LLC · 801-55556 | COLUMBUS, | $169M | 2012 | |||
| Senoia, | 55 | |||||
| $7.7M | 2024 | |||||
| 2004 | ||||||
JULIAN POLLARD SANDERSON Person · RIA / Wealth · matched JULIAN POLLARD SANDERSON JR. · OSAIC WEALTH, INC. | 1997 | |||||
| 2009 | ||||||
| 1991 | ||||||
| 2005 | ||||||
| 2006 | ||||||
| 2008 | ||||||
| 2012 | ||||||
| 2010 | ||||||
| 2003 | ||||||
Captrust | 1997 | |||||
| 1999 | ||||||
| 2001 | ||||||
ELIZABETH DOZIER LEE POLLARD Person · RIA / Wealth · matched ELIZABETH POLLARD CRABTREE · DAVENPORT & COMPANY LLC | 2005 | |||||
| 2011 | ||||||
| 2001 | ||||||
| 2013 | ||||||
| 2001 | ||||||
| 2016 | ||||||
| 2012 | ||||||
| 1998 | ||||||
| 1999 | ||||||
| 2016 | ||||||
| 2014 | ||||||
| 2008 | ||||||
OTIS MILES POLLARD Person · RIA / Wealth · matched O. MILES (TEE) POLLARD III · UBS FINANCIAL SERVICES INC. | 1992 | |||||
| 1993 | ||||||
| 1998 | ||||||
| 1994 | ||||||
| 2016 | ||||||
| 2015 | ||||||
| 2014 | ||||||
| 1993 | ||||||
| 2011 | ||||||
| 2011 | ||||||
| 1995 | ||||||
| 1987 | ||||||
| 2016 | ||||||
| 2010 | ||||||
| 2011 | ||||||
JOSEPH HOWARD POLLARD Person · RIA / Wealth · matched JOSEPH HOWARD POLLARD-VITHANAGE · SARATOGA RESEARCH & INVESTMENT MANAGEMENT | 2013 | |||||
| 2014 | ||||||
KENNETH GORDON POLLARD Person · RIA / Wealth · CIBC PRIVATE WEALTH ADVISORS, INC. Also on Private Equity | 1987 | |||||
| 2012 | ||||||
| 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.