DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $50.4M | 2 | 3 | 2031 | ||||
| Pleasanton, | 175 | ||||||
| Miller, | 130 | ||||||
| Williamson, | 1 | ||||||
| Jacksonville, | 1 | ||||||
| 1998 | |||||||
| $18.0M | 3 | 1 | 2026 | ||||
| 2010 | |||||||
| 2009 | |||||||
| 2016 | |||||||
| $31.1M | 2 | 1 | 2031 | ||||
WEALTHTRAK ADVISORS Registered adviser · RIA / Wealth · matched WEALTHTRAK CAPITAL MANAGEMENT, L.L.C. · 801-123640 | VIRGINIA BEACH, | $214M | 5 | 2022 | |||
| 2 | |||||||
| $1.0M | 2025 | ||||||
| Murray, | |||||||
| Cheyenne, | 2,615 | ||||||
| Lititz, | 474 | ||||||
| Saint Louis, | 477 | ||||||
| Beaverton, | 189 | ||||||
| Voorhees, | 175 | ||||||
| Murray, | 89 | ||||||
| Carle Place, | 98 | ||||||
| Rising Sun, | 63 | ||||||
| Glendale, | 3 | ||||||
| American Fork, | 55 | ||||||
| Charlottesville, | 1 | ||||||
| Austin, | 136 | ||||||
| 1997 | |||||||
| 2011 | |||||||
| 2003 | |||||||
Sophia Taslitsky Person · RIA / Wealth · matched Sophia Trakhtman · AMERIPRISE FINANCIAL SERVICES, LLC | 2012 | ||||||
| 2011 | |||||||
| 2015 | |||||||
| 1994 | |||||||
| 2010 | |||||||
Evagelos Panagiotis Petrakos Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016 | ||||||
| 2011 | |||||||
| 2007 | |||||||
| 2009 | |||||||
| 2006 | |||||||
KATHERINE ELIZABETH PYSTRAK AZZARELLA Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1989 | ||||||
| 2016 | |||||||
| 1993 | |||||||
| 2007 | |||||||
| 2012 | |||||||
| 2016 | |||||||
| $8.9M | 6 | 1 | 2030 | ||||
| 1 | 2 | ||||||
| $27.3M | 18 | 2024 | |||||
| 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.