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Asset managers

Published 26 Jan 2018; available in html directory, PDF($) and spreadsheet($) formats; PDF updated 2 Mar 2018

Product Records Price Cart
ASSET MANAGERS
file download. (All records that qualify)
72 $45.00 Add to
my cart

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)
PDF - 2018 ASSET MANAGERS -UPDATED
PDF file download.
20 $45.00 Add to
my cart

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