![Sammy Ng](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Ursprung des Netzwerks ersten Grades von Sammy Ng
Einheit | Art der Einheit | Industrie | |
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Polaris Wealth Advisory Group LLC
![]() Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs).
3
| Subsidiary | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Sammy Ng
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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RWA Wealth Partners LLC
![]() RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Investment Managers | Investment Committee Member Trading-Equity | |
Michigan State University | College/University | Undergraduate Degree | |
Colorado Technical University, Inc. | College/University | Undergraduate Degree | |
Renaissance Capital Management LLC | Corporate Officer/Principal | ||
Legacy Planning & Associates, Inc. | Corporate Officer/Principal | ||
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Regal Investment Advisors LLC
![]() Regal Investment Advisors LLC Investment ManagersFinance Regal Investment Advisors LLC (RIA) is an independent, SEC-registered investment advisor headquartered in Kentwood, Michigan. The firm was founded by John Kailunas II in 2003 and do-business-as Regal Financial Advisors. RIA offers investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. | Investment Managers | Corporate Officer/Principal | |
University of Lund | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 11 |
Schweden | 3 |
Sektoral
Finance | 8 |
Consumer Services | 4 |
Operativ
Corporate Officer/Principal | 6 |
Investment Committee Member | 4 |
Undergraduate Degree | 3 |
Director/Board Member | 2 |
Founder | 2 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Matt Erickson | 7 |
Todd Robinson Moss | 5 |
Zachary Ganz | 4 |