Josh Smith
Analyst-Equity en First Ascent Asset Management LLC .
Origen de la red de primer grado Josh Smith.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
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 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Josh Smith a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| Stanford University | College/University | Undergraduate Degree | |
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 | |
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 | |
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 | |
| University of Central Florida | College/University | Undergraduate Degree | |
| George Washington University Law School | College/University | Graduate Degree | |
| The Leeds School of Business | College/University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 9 |
Sectorial
| Consumer Services | 5 |
| Finance | 4 |
| Miscellaneous | 2 |
Operativa
| President | 4 |
| Undergraduate Degree | 3 |
| Investment Committee Member | 2 |
| Compliance Officer | 1 |
| Graduate Degree | 1 |
Las relaciones más conectadas
- Bolsa de valores
- Insiders
- Josh Smith
- Conexiones Empresas
