Clearstead Advisors LLC
Nome legal: CLEARSTEAD ADVISORS, LLC
Detalhes completos de contato
Clearstead Advisors LLC
1100 SUPERIOR AVE EAST, SUITE 700, CLEVELAND, OH
216-621-1090
216-621-1093
Outras informações
A Clearstead Advisors, LLC é uma empresa de responsabilidade limitada com sede em Ohio, fundada em 1988, aprovada pela SEC (Comissão de Valores Mobiliários dos Estados Unidos) e atualmente atendendo a 53 clientes. Com uma equipe de 73 funcionários, incluindo 39 em funções consultivas, essa empresa se dedica a fornecer soluções financeiras ideais aos seus clientes.
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…
Proprietários diretos
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BRADLEY EARL TURNER
CHIEF OPERATING OFFICER é proprietária menos de 5%
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DAVID CAMPBELL FULTON
PRESIDENT, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF BOARD é proprietária menos de 5%
-
HARTLAND HOLDINGS, INC.
MEMBER é proprietária mais de 50% mas menos de 75%
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HARTLAND MANAGEMENT INVESTORS, LLC
MEMBER é proprietária mais de 10% mas menos de 25%
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ROSEMONT INVESTMENT PARTNERS III, LP
MEMBER é proprietária mais de 25% mas menos de 50%
-
STEVEN FRANCIS WOLKEN
CHIEF COMPLIANCE OFFICER é proprietária menos de 5%
Proprietários Indiretos
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GREGORY PAUL ALTHANS
MEMBER
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JUSTIN CARL TIPPIT
MEMBER
-
ROSEMONT INVESTMENT PARTNERS III, LLC
GENERAL PARTNER
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Principais Participações
- 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