![Shrey Patel](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Shrey Patel
Gestor de Cartera-Acciones en Estate Counselors LLC .
Relaciones activas
Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
---|---|---|---|---|
Andrew John Willms | M | - |
Estate Counselors LLC
![]() Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | 20 años |
Jake Wilms | M | - |
Estate Counselors LLC
![]() Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | 4 años |
Gráfico relacional
Relaciones con varias empresas
Antiguas relaciones
Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
---|---|---|---|---|
Garrett Alabado | M | - |
Estate Counselors LLC
![]() Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | - |
Mark Christopher Steffke | M | - |
Estate Counselors LLC
![]() Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | 1 años |
Estadísticas
País | Relaciones | % del total |
---|---|---|
Estados Unidos | 4 | 100.00% |
Antigüedad de la relación
Activas
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Origen de las relaciones
- Bolsa de valores
- Insiders
- Shrey Patel
- Red Personal