Clearstead Advisors LLC
Nom légal: CLEARSTEAD ADVISORS, LLC
Coordonnées complètes
Clearstead Advisors LLC
1100 SUPERIOR AVE EAST, SUITE 700, CLEVELAND, OH
216-621-1090
216-621-1093
Autre info
Clearstead Advisors, LLC est une société à responsabilité limitée basée dans l'Ohio, fondée en 1988 et approuvée par la SEC, qui dessert actuellement 53 clients. Avec une équipe de 73 employés, dont 39 occupent des postes de conseiller, cette entreprise est dédiée à offrir des solutions financières optimales à ses clients.
Fiduciary Investment Advisors | Investment Consulting Firm – Clearstead
Clearstead is an institutional investment consulting and private wealth management firm. We are distinguished by our integrated investment consulting and wealth management services.
Plimsoll Mark Capital - a global wealth advisory firm
Play Introductory Video Plimsoll Mark Capital, a division of Clearstead Advisors, LLC, is a global wealth advisory firm that delivers independent investment management solutions to wealthy families and individuals for their needs in asset allocation, financial planning, tax and est…
Propriétaires directs
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BRADLEY EARL TURNER
CHIEF OPERATING OFFICER possède Moins de 5%
-
DAVID CAMPBELL FULTON
PRESIDENT, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF BOARD possède Moins de 5%
-
HARTLAND HOLDINGS, INC.
MEMBER possède plus de 50% mais moins de 75%
-
HARTLAND MANAGEMENT INVESTORS, LLC
MEMBER possède plus de 10% mais moins de 25%
-
ROSEMONT INVESTMENT PARTNERS III, LP
MEMBER possède plus de 25% mais moins de 50%
-
STEVEN FRANCIS WOLKEN
CHIEF COMPLIANCE OFFICER possède Moins de 5%
Propriétaires indirects
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GREGORY PAUL ALTHANS
MEMBER
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JUSTIN CARL TIPPIT
MEMBER
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ROSEMONT INVESTMENT PARTNERS III, LLC
GENERAL PARTNER
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Nouvelles
Principaux fonds
- Apple Inc $15,330k
- COMMERCIAL VEH GRP $8,846k
- ABBOTT LABS $6,847k
- Berkshire Hathaway, Inc. $6,366k
- COVIA HLDGS CORP COM $6,075k
- ADP $5,150k
- Chevron Corp $5,009k
- ALPHABET INC $4,292k
- 3M CO $3,945k
- COCA-COLA CO $3,487k