DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||
|---|---|---|---|---|---|
| 2000 | |||||
| Oakland, | 2 | ||||
| Orem, | |||||
| 1995 | |||||
| 1998 | |||||
| 1998 | |||||
| 2007 | |||||
| 1987 | |||||
JAMES RICHARD SMITH Person · RIA / Wealth · UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 1998 | ||||
| 2002 | |||||
| 1999 | |||||
| 1992 | |||||
| 2015 | |||||
| 2010 | |||||
| 1997 | |||||
| 2009 | |||||
| 2005 | |||||
| 2000 | |||||
| 2011 | |||||
| 1996 | |||||
| 2 | |||||
| Dallas, |
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.