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Product Details
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- PDFs are of a list as it appeared in the paper.
- Excel spreadsheets contain information about all the qualified companies that submitted information. Note: Not all companies supply information for all fields.
- You will be asked to log into your CPBJ or Paypal account to purchase data. Individual data purchases are a one-time download and non-refundable.
- Purchase a CPBJ Premium subscription for unlimited free downloads for a year. Questions about CPBJ Premium? Call 800-425-8609 or email service@cpbj.com.
- Questions about using the database: Email lists@journalmultimedia.com.
CPBJ Lists: the best place for information about business in Central Pennsylvania!
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Asset managers
Published 26 Jan 2018; available in html directory, PDF($) and spreadsheet($) formats; PDF updated 2 Mar 2018
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Product |
Records |
Price |
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ASSET MANAGERS
file download. (All records that qualify) |
71 |
$45.00 |
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Fields included in the ASSET MANAGERS product:
NOTE: Some records may not contain data for every field listed below.
- Company
- 2017 assets-under-mgt locally
- 2016 Assets under local mgt
- 2017 assets-under-mgt companywide
- 2016 assets under total mgt
- 2018 fiduciary
- 2017 fiduciary
- 2018 broker
- 2017 broker
- 2018 agent
- 2017 agent
- 2018 % stocks and bonds
- 2017 % stocks
- 2018 % money markets, exchange-traded or mutual funds
- 2017 % Assets money markets
- 2018 % variable annuities
- 2017 % assets annuities
- 2018 % variable life insurance
- 2017 % assets life insurance
- 2018 % other
- 2017 % assets other
- CRD number
- SEC number
- Is your firm or some of its employees registered reps of an investment broker/dealer?
- 2017 local revenue
- 2017 total revenue
- F-T local employees
- F-T total employees
- P-T local employees
- P-T total employees
- Parent company
- Organization type
- Characteristics
- Street address
- P.O. Box
- City
- County
- State
- Zip + 4
- Website
- Company phone
- Company email
- Toll-free number
- Company fax
- Headquarters municipality
- Year established locally
- Local locations
- Total locations
- Services provided
- Local employees
- Blog url
- Facebook
- Twitter handle
- Top local executive
- Parent company: (Parent company name)
- Top local executive and title: (First name, Middle, Last name, Suffix (eg, Jr or CPA), Title, Email)
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PDF - 2018 ASSET MANAGERS -UPDATED
PDF file download. |
20 |
$45.00 |
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