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Finance
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Investment Management - Asset, Fund Management
Wealth Management,  Portfolio Management,  Private Banking
Sonoma County, San Francisco North Bay, Ca. USA 

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The business of investment management has several facets,

 including the employment of professional fund managers, research (of individual assets and asset classes), dealing, settlement, marketing, internal auditing, and the preparation of reports for clients. The largest financial fund managers are firms that exhibit all the complexity their size demands. Apart from the people who bring in the money (marketers) and the people who direct investment (the fund managers), there are compliance staff (to ensure accord with legislative and regulatory constraints), internal auditors of various kinds (to examine internal systems and controls), financial controllers (to account for the institutions' own money and costs), computer experts, and "back office" employees (to track and record transactions and fund valuations for up to thousands of clients per institution).

 

 

 

 

 

 

 

Looking for investment management, asset management , fund management, Wealth Management,  Portfolio Management,  Private Banking, securities, shares, bonds, assets, mutual funds, real estate, ? Please scroll down.

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Alphabetical Listings

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Beddow Capital Management Inc
250 Healdsburg Ave # 202, Healdsburg, CA 707 431-0700

Crumbley Financial Svc
6020 Commerce Blvd # 121, Rohnert Park, CA 707 585-9800

Deucalion
19501 Brooklime, Sonoma, CA 707 938-4974

Focus Real Estate & Investment
3936 Mayette Ave, Santa Rosa, CA 707 544-9443

Fulcrum Property Mgmt Inc
850 3rd St, Santa Rosa, CA 707 539-7790

Nickel Investment Advisors
1135 Rachael Ln, Windsor, CA 707 838-6971

LBC Partners
1250 Lovall Valley Rd, Sonoma, CA 707 933-8352

M Capital Funding LLC
201 1st St # 100, Petaluma, CA 415 899-1100

Oak Mountain Financial Group
5468 Skylane Blvd, Santa Rosa, CA 707 526-1203

Tag Group USA Inc
2455 Bennett Valley Rd, Santa Rosa, CA 707 575-9180

Vereschagin Financial
2322 4th St, Santa Rosa, CA 707 546-6525
 
 
 
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