Josh Smith
Analyst-Equity bei First Ascent Asset Management LLC
Ursprung des Netzwerks ersten Grades von Josh Smith
Einheit | Art der Einheit | Industrie | |
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First Ascent Asset Management LLC
First Ascent Asset Management LLC Investment ManagersFinance First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts.
3
| Subsidiary | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Josh Smith
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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U.S. Fiduciary Services, Inc.
U.S. Fiduciary Services, Inc. Investment Trusts/Mutual FundsMiscellaneous U.S. Fiduciary Services, Inc. operates investment trusts. The company is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | President | |
Portfolio Management Consultants, Inc.
Portfolio Management Consultants, Inc. Investment ManagersFinance Part of Envestnet, Inc., Portfolio Management Consultants, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help people achieve their long-term financial goals. The company is based in Denver, CO. The company equips advisors with the necessary tools and resources to provide impactful financial advice to their clients. The company was founded by Brandon Rockwell Thomas, Marc N. Geman. | Investment Managers | President | |
ADAM Investment Services, Inc.
ADAM Investment Services, Inc. Investment ManagersFinance Part of Envestnet, Inc., ADAM Investment Services, Inc. provides investment management and advisory services. The company is based in Atlanta, GA. ADAM Investment Services was acquired by Portfolio Management Consultants, Inc. on September 25, 1997. | Investment Managers | President | |
Stanford University | College/University | Undergraduate Degree | |
Frontier Asset Management LLC
Frontier Asset Management LLC Investment ManagersFinance Frontier Asset Management LLC (Frontier) is a privately-held, SEC-registered investment advisor headquartered in Sheridan, Wyoming. The firm was founded in 2000 by Gary Miller and Robert Miller. Frontier manages taxable and non-taxable accounts for affluent individuals and retirement accounts such as 401(k) and profit-sharing plans. They also provide investment management and consulting services to financial advisors and institutional clients, including endowments, foundations, corporations and other investment advisory organizations. | Investment Managers | President | |
George Washington University Law School | College/University | Graduate Degree | |
The Leeds School of Business | College/University | Undergraduate Degree | |
University of Central Florida | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 9 |
Sektoral
Consumer Services | 5 |
Finance | 4 |
Miscellaneous | 2 |
Operativ
President | 4 |
Undergraduate Degree | 3 |
Investment Committee Member | 2 |
Compliance Officer | 1 |
Graduate Degree | 1 |
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