DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Williamsville, | 383 | |||||||
| · probable Unsized | 1 | |||||||
| · probable Middle market | New York, | $1.5B | 2 | 1 | ||||
DAVID WENDELL ASSOCIATES, INC. Registered adviser · RIA / Wealth · matched WENDELL DAVID ASSOCIATES INC · 801-47437 | PORTSMOUTH, | $1.3B | 5 | 2011 | ||||
| 2006 | ||||||||
| 2001 | ||||||||
| 2009 | ||||||||
J.W. SWENSON INVESTMENT COUNSEL Registered adviser · RIA / Wealth · matched SWENSON JACK WENDELL · 801-10330 | WESTON, | $55.0M | 2012 | |||||
| Manassas, | 153 | |||||||
| Connellsville, | 2 | 88 | ||||||
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LISA M KOPS-WENDEL Person · RIA / Wealth · matched LISA M WENDEL · UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 1999 | |||||||
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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.