Momenteel actieve connecties
| Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
|---|---|---|---|---|
| Bill Schultheis | M | 64 |
Soundmark Wealth Management LLC
 Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | 25 jaar |
| Kaliko Michelle Veiseh | F | 45 |
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | 21 jaar |
Relatiegrafiek
Connectie in verschillende bedrijven
Statistieken
| Land | Connecties | % van het totaal |
|---|---|---|
| Verenigde Staten | 2 | 100.00% |
Ouderdom van de connecties
Actief
Verleden
Man
Vrouw
Besturend
Uitvoerend
Oorsprong van de connecties
