U.S. Invested Management Companies

Featured companies
Mx2G Management Consulting
1818 North Taylor St.
Little Rock AR 72207
(501) 205-0087
Global Wealth Partners
Scottsdale AZ 85254

Proprietary wealth management for high net worth individuals and small business
Cis Investments Inc
2333 Camino Del Rio So. STE 160
San Diego CA 921081323
(619) 255-3685

Real Estate Property Management
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Nshd Wealth Strategies Group
10616 Scripps Summit Court
San Diego CA 92131
(858) 795-2100

Nshd Wealth Strategies Group is a privately held company in San Diego, CA .
Torrey Pines Securities
3570 Carmel Mountain Road # 150
San Diego CA 92130
(858) 259-9921
Gsp Communications
6601 Center Drive West
Los Angeles CA 90045
(310) 348-8122
Isco Group
Los Angeles CA 90044
(323) 756-9500

Isco Group is a privately held company in Los Angeles, CA .
J D Campa & Assoc Inc
1925 Century Park East # 830
Los Angeles CA 90067
(310) 277-5062
Omt Capital
San Rafael CA 94901
(415) 459-4070
Asset Management & Sales LLC
Ontario CA 91761
(909) 391-2149
Pacific Coast Asset Management LLC
1224 South Beach Boulevard
Anaheim CA 92804
(714) 751-7858

Pacific Coast Asset Management LLC is a privately held company in Anaheim, CA .
Ebert Capital Management
Arcata CA 95521
(707) 825-8200
Select Advisors & Co.
5000 Birch Street, Suite 3000
Newport Beach CA 92660
(949) 209-9243

We refer clients to pre-screened financial advisors
Claycomb Wealth Management
1024 Iron Point Road
Folsom CA 95630
(831) 250-7133
W J Pacheco Wealth Management
2200 East Bidwell St.
Folsom CA 95630
(916) 817-8374
Sapha Family Enterprises LLC
41593 Winchester Road # 200
Temecula CA 92590
(951) 243-5996
Mission Wealth
1111 Chapala Street, 3rd Floor
Santa Barbara CA 93101
(805) 882-2360

Mission Wealth is a premiere wealth and investment management firm that manages over $1.7 billion in assets. The firm is headquartered in Santa Barbara, CA and has eight other offices.
Jmr Capital Management Inc
2936 Domingo Avenue # 5
Berkeley CA 94705
(510) 525-1125
Santa Barbara Bank & Trust
997 Monterey St.
San Luis Obispo CA 93401
(805) 783-5185
Vantage Asset Management
501 West Live Oak Avenue
Arcadia CA 91007
(626) 294-0303
Moloco LLC
346 Rheem Boulevard # 210
Moraga CA 94556
(925) 377-0602
Andrew Copperman
1115 Sir Francis Drake Boulevard
Kentfield CA 94904
(415) 457-4407
Laurence G Kraus & Assoc
Po Box 259
Belvedere Tiburon CA 94920
(415) 435-3174
Pebble Castle Capitol LLC
732 North Diamond Bar Boulevard
Diamond Bar CA 91765
(909) 860-6821
Miller Financial Planning
2241 West Victoria Drive
Alpine CA 91901
(619) 445-5585
AFAM Capital Management
85 Argonaut, Suite 220
Aliso Viejo CA 92656
(949) 499-3215

Asset Management For Individual Investors
Quantext
1093 Albion Rd.
Boulder CO 80305
(303) 520-3724

Quantext provides software and consulting services relating to wealth management to to institutions, wealth managers, and individual investors.
Shelter Growth Capital
One Dock Street, Suite 300
Stamford CT 06902
(203) 355-6100

Shelter Growth Capital Partners - A Leader in Investments and Mortgage Acquisition
100-200 Corporate Place
200 Corporate Place
Rocky Hill CT 06067
(860) 721-0354
Callisto Capital Invstmnt Mgt
Cornwall CT 06753
(860) 672-2756

Callisto Capital Invstmnt Mgt is a privately held company in Cornwall, CT .
R S Assets Management
5250 East Broadway Avenue
Tampa FL 33619
(813) 374-7492
Cerullo Enterprises LLC
400 E Chase Street
Pensacola FL 325026150
(504) 831-6945

Investment, Management, and Consulting firm covering all international business sectors
Lifetime Investment Management LLC
2042 Bee Ridge Road
Sarasota FL 34239
(941) 552-9570
Open Investment Group
11110 West Oakland Park Boulevard # 31
Sunrise FL 33351
(954) 537-1551
Financial Chef
119 Madeira Avenue
Coral Gables FL 33134
(305) 254-4455

Financial Chef
Gulfstream Trading Partners LLC
P.O. BOX 1041
Jensen Beach FL 34958
(772) 000-0000

Trading in Stocks/Option Strategy/FOREX , with managed accounts, private funds
Harborside Wealth Managers
103 West Marion Avenue # 121
Punta Gorda FL 33950
(941) 347-8787
Personal Asset Management
14 Island Drive
Treasure Island FL 33706
(727) 360-4499
Southeastern Asset Management Group
2980 Cobb Parkway Se
Atlanta GA 30339
(770) 955-3248
Kobo Wealth Conservancy
119 Merchant St # 610
Honolulu HI 96813
(808) 546-1001
Tactical Investment Management Corp
Po Box 976
Haleiwa HI 96712
(808) 638-5223
Boyle Capital Management
12257 University Avenue # 200
Clive IA 50325
(515) 457-3038
W B Capital Management
Cedar Rapids
Cedar Rapids IA 52401
(319) 739-2128
Serac LLC
P O Box 51235
Idaho Falls ID 83405
(208) 589-4179

Commodity Trading Advisor, Investments
Imperial Capital LLC
200 South Wacker Drive # 3100
Chicago IL 60606
(312) 674-4713
C B R E Asset Management
10 North Martingale Road
Schaumburg IL 60173
(847) 969-9102
Total Asset Management
11529 Sunset Cove Lane
Indianapolis IN 46236
(317) 823-0265
Wallington Asset Management, LLC
8900 Keystone Crossing, Suite #1015
Indianapolis IN 462407670
(317) 575-8670

Manage equity, balanced and fixed income portfolios for individuals, trusts and estates, foundations, endowments, corporations and retirement plans.
House Corporation
4 30th Street CT
Terre Haute IN 478032221
(812) 232-0536

Investments
P M K Capital Management LLC
13011 West Highway 42
Prospect KY 40059
(502) 378-3300
Impera Wealth Management
New Orleans LA 70130
(504) 529-7593
Three B Investments Inc
432 North Anthony St # 300
New Orleans LA 70119
(504) 488-8204
Life Settlements Link LLC
2117 Veterans Boulevard # 274
Metairie LA 70002
(504) 265-1567

Life Settlements Link LLC is a privately held company in Metairie, LA .
New York Life Insurance Company
201 Jones Road, MA5th Floor
Waltham MA 02451
(617) 606-0229
R B Zevin Assoc
40 Court St.
Boston MA 02108
(617) 726-7255
Sharma Raj
1 Federal St.
Boston MA 02110
(617) 946-8040

Sharma Raj is a privately held company in Boston, MA .
Western Asset Mgmt-Raritan
1 Summer St.
Boston MA 02110
(617) 542-1476
Jeffery W. Still
1 Technology Drive Suiite #100
Westborough MA 01581
(508) 616-4911

Jeffery W. Still
Kondracki Advisory
190 Lincoln St.
Hingham MA 02043
(781) 556-5304
Cape Cod Capital Management
15 Pleasant St Apartment 23n
Harwich Port MA 02646
(774) 237-0224
First Advisors
9 Bristol Road
Damariscotta ME 04543
(207) 563-1900
Captain Black Investments
866 Pentecost Highway
Onsted MI 49265
(517) 431-2030
Wealth Enhancement Group Corp
505 Highway 169 N # 900
Minneapolis MN 554414723
(763) 417-1400

Wealth Enhancement Group is a Minneapolis, Minnesota-based financial planning and advisory services firm with locations throughout the upper Midwest.
Lindsay Wealth Management
103 South Natchez St.
Kosciusko MS 39090
(662) 289-9950
Assist Investment Management
3205 North 90th St.
Omaha NE 68134
(402) 571-2700
Thornburg Investment Management
Mount Holly NJ 08060
(609) 267-0025

Thornburg Investment Management is a privately held company in Mount Holly, NJ .
Murphy Capital Management, Inc
268 Main StreetPO Box 718
Gladstone NJ 07934
(908) 719-6430

Providing high net worth individuals with a highly personalized and focused approach to wealth management that exceeds expectations.
Minter Investment Management Inc
3 Sonterra Drive
Alto NM 88312
(575) 336-1719

Minter Investment Management Inc is a privately held company in Alto, NM .
Papillon Investments Inc
2533 North Carson St.
Carson City NV 89706
(775) 841-2953
Davann Group Inc
Las Vegas NV 89102
(702) 940-0426
Redhills Ventures LLC
908 Trophy Hills Drive
Las Vegas NV 89134
(702) 233-2160
Strategy Plus
9550 S Eastern Ave Ste 253
Las Vegas NV 89123
(702) 953-4912

Strategy Plus
JS Parker Invest and Insure
125 Austin Rose Ave.
Henderson NV 89002
(702) 250-6894
Atoll Asset Management
60 East 9th St Apartment 221
New York NY 10003
(646) 559-0366
Levin Wealth Management Group Lpl
105 Maxess Road
Melville NY 11747
(631) 574-4430

Levin Wealth Management Group Lpl is a privately held company in Melville, NY .
Lrn Associates
Wood Road
Sands Point NY 11050
(516) 883-7113
American Asset Management Service Corp
1115 Garth Brooks Boulevard
Yukon OK 73099
(405) 354-5856
Susquehanna Trust & Investment
329 Pine St.
Williamsport PA 17701
(570) 320-5091
Owen Wealth & Retirment Strategies
555 East City Avenue Suite 800
Bala Cynwyd PA 19004
(610) 660-7197

Helping individuals and families prepare for retirement. Helping Businesses provide retirement plans for their owners and employees.
Conestoga Capital Advisors
259 North Radnor Chester Road # 120
Radnor PA 19087
(484) 654-1386
Citizens & Northern Investment
90 Main St.
Wellsboro PA 16901
(570) 724-3411
Stonebridge Wealth Management
2507 Wade Hampton Blvd.
Greenville SC 296151167
(864) 312-5300

Financial Plainning
Asset Management Group
Little River SC 29566
(843) 249-3167
Premier Capital Management
1004 Perkins Lane
Franklin TN 37069
(615) 830-8712

Premier Capital Management
Copeland Wealth Management
120 S 2nd StSuite 2
Clarksville TN 37040
(931) 245-1930

Copeland Wealth Management is a Registered Investment Advisor located in Tennessee.
Bender Investment CO
1 Greenway Plaza # 200
Houston TX 77046
(713) 626-8800
Davis Hamilton Jackson & Assoc
1401 Mckinney St # 1600
Houston TX 77010
(713) 853-2322
Main Street Capital II Lp
1300 Post Oak Boulevard # 800
Houston TX 77056
(713) 350-6000
www.hraconsultants.us
Houston TX 77077
(281) 627-5393

Management Consultancy Risk Analysis for Hospitality Investments
Marilynn Watkins Ministries
14800 Quorum Drive # 500
Dallas TX 75254
(972) 450-6520

Investment and Property Management Company, Managing Wright Financial Holdings LLC
Shalimar Investments
151 Las Flores Drive # 1
Wimberley TX 78676
(512) 847-5099

Shalimar Investments is a privately held company in Wimberley, TX .
Windsor Asset Management
Milwaukee WI 53202

We provide investment management services and offer investment products across all major asset classes to a diverse set of institutional and individua
First Business Trust & Invst
18500 West Corporate Drive # 170
Brookfield WI 53045
(262) 792-1400
D Ls Investments & Retirement
Oshkosh WI 54902
(920) 236-6594

D Ls Investments & Retirement is a privately held company in Oshkosh, WI .
Ironwood Wealth Management
18 Chase Drive
Hurricane WV 25526
(304) 760-6000

Ironwood Wealth Management is a privately held company in Hurricane, WV .
Jonah Wealth Management
777 West 1st St.
Casper WY 82601
(307) 268-7373
Rolling Hills Construction Inc
9808 Grand Avenue
Kansas City MO 64114
(816) 942-7854
3 G Capital Management
1750 South Brentwood Boulevard # 113
Saint Louis MO 63144
(314) 918-8180
Asset Management Prosperity
124 South Mount St.
Baltimore MD 21223
(410) 878-0533
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