CLS Investments LLC
Nom légal: CLS INVESTMENTS, LLC
Autre info
CLS Investments LLC, une société à responsabilité limitée basée dans le Nebraska, est composée d'une équipe de 29 employés, dont 12 travaillent en tant que conseillers. Bien que le nombre de ses clients reste confidentiel, le statut d'enregistrement de la société auprès de la Securities and Exchange Commission est répertorié comme approuvé avec une date d'enregistrement du 1er janvier 2000.
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ORION MERGES WITH BRINKER CAPITALWe’re thrilled to announce that TA Associates, our majority owner since 2015, has decided to reinvest in the future of our business alongside Genstar Capital Inc., putting us in the position to pursue an industry-changing merger with Brinker Capital, Inc. A Trusted…
CLS Investments - YouTube
CLS Investments, LLC (CLS) is a third party investment manager, ETF strategist, and longtime trusted partner in the financial industry. CLS's active asset al...
Propriétaires directs
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CORY JAMES KENDALL
ELECTED MANAGER possède Moins de 5%
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DEAN WILLIAM COOK
CHIEF EXECUTIVE OFFICER/ELECTED MANAGER possède Moins de 5%
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GREGORY JAMES RAWLINS
CHIEF OPERATING OFFICER/ELECTED MANAGER possède Moins de 5%
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JOHN RUSSEL VANNEMAN
CHIEF INVESTMENT OFFICER/PRESIDENT/ELECTED MANAGER possède Moins de 5%
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MARK DANIEL APPLEGARTH
TREASURER/CHIEF FINANCIAL OFFICER/ELECTED MANAGER possède Moins de 5%
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MICHAEL WILFORD FORKER
CHIEF COMPLIANCE OFFICER/ELECTED MANAGER possède Moins de 5%
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NORTHSTAR EYBA, LLC
SOLE MEMBER/100% SHAREHOLDER possède 75% ou plus
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RYAN BRUCE BEACH
SECRETARY/ELECTED MANAGER possède Moins de 5%
Propriétaires indirects
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CLARA ELIZABETH MADDOX
ELECTED MANAGER
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ERIC REESE CLARKE
ELECTED MANAGER
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JONATHAN RUSSELL BAUM
ELECTED MANAGER
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MICHAEL ROY BURNS
ELECTED MANAGER
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NORTHSTAR FINANCIAL SERVICES GROUP, LLC
MEMBERS OWNING 100% possède 75% ou plus
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NORTHSTAR TOPCO, LLC
SOLE MEMBER possède 75% ou plus
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TA ASSOCIATES XI GP, L.P.
GENERAL PARTNER
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TA ASSOCIATES, L.P.
GENERAL PARTNER
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TA XI NS AIV, L.P.
MEMBER possède plus de 50% mais moins de 75%
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TODD PATRICK CLARKE
ELECTED MANAGER
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TODD RICHARD CROCKETT
ELECTED MANAGER
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VERNON RICHARD BARBACK
ELECTED MANAGER
Entreprises situées à proximité
- Westchester Capital Management Inc
- Weitz Investment Management Inc
- Carson Group Investing LLC
- True Measure Wealth Management
- Callahan Financial Planning Company
- First National Bank of Omaha
- Bancwest Investment Services Inc
- Nelson van Denburg & Campbell Wealth Management Group LLC
- America First Investment Advisors LLC
- TD Ameritrade Inc
Principaux fonds
- DBX ETF TR $63,932k
- PIMCO ETF TR $42,423k
- JOHN HANCOCK ETF TRUST $6,064k
- ISHARES TR NATIONAL MUN ETF $5,294k
- SCHWAB STRATEGIC TR US REIT ETF $4,444k
- ENTREPRENEURSHARES SER TRUST $3,564k
- MICRON TECHNOLOGY $663k
- SPDR DOW JONES INDL $503k
- FLEXSHARES TR $439k
- SELECT SECTOR SPDR $337k