![Ben Hicks](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Aktive Positionen von Ben Hicks
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Soundmark Wealth Management LLC
![]() Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Portfolio Manager-Aktien | - | - |
Karriereverlauf von Ben Hicks
Statistik
International
Vereinigte Staaten | 2 |
Operativ
Portfolio Manager-Equities | 1 |
Sektoral
Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
Soundmark Wealth Management LLC
![]() Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Finance |