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Origen de la red de primer grado Jim Schlager.
Entidad | Tipo de entidad | Industria | |
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Running Point Capital Advisors LLC
![]() Running Point Capital Advisors LLC Investment ManagersFinance Running Point Capital Advisors LLC (Running Point) is an independent, SEC-registered investment adviser and a multifamily office headquartered in El Segundo, California. The firm was founded by Jim Schlager and Michael Schulman in 2020. Running Point provides wealth management services to high-net-worth families and family businesses.
2
| Private Company | Investment Managers | 2 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Jim Schlager a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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Hollencrest Capital Management LLC
![]() Hollencrest Capital Management LLC Investment ManagersFinance Hollencrest Capital Management LLC (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 1999 as Hollencrest Securities LLC. HCM offers a range of wealth management and investment advisory services for individuals, families, high net-worth and affluent clients, trusts and estates, corporate pension and profit-sharing plans, retirement accounts, other employee benefit plans governed under ERISA, non-profit entities, foundations and endowments, institutional entities, and business owners. | Investment Managers | Portfolio Manager-Equities | |
Massachusetts Institute of Technology | College/University | Masters Business Admin | |
University of California, Berkeley | College/University | Undergraduate Degree | |
Pacific Income Advisers, Inc.
![]() Pacific Income Advisers, Inc. Investment ManagersFinance Pacific Income Advisers, Inc. (PIA) is an independent, employee-owned registered investment advisory firm headquartered in El Segundo, California. The firm was founded by Lloyd McAdams and Heather Baines in 1986. PIA provides professional investment management services for public funds, Taft-Hartley plans, corporations, insurance companies, endowments, foundations and private clients. | Investment Managers | Corporate Officer/Principal |
Estadísticas
Internacional
Estados Unidos | 6 |
Sectorial
Finance | 5 |
Consumer Services | 2 |
Operativa
Portfolio Manager-Equities | 1 |
Analyst-Equity | 1 |
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Las relaciones más conectadas
Insiders | |
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Michael Ashley Schulman | 6 |
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