Vault-13

Managers in Leland, NC

United States · 11 asset managers within 25 km (1 in Leland itself) · 29 wealth managers, banks and others

LelandCharlotteHuntersvilleFort MillWilmingtonMooresvilleGreenvilleMyrtle BeachPinehurstSumter
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Wilmington, NC 9 · Wrightsville Beach, NC 1 · Shallotte, NC 1

Asset managers in and around Leland

#Manager People here Assets Visa salary
1 CAPTRUST FINANCIAL ADVISORS private equity, real estate, institutions · Wilmington $1.2tn 12 $1.2tn
2 CENTERHARBOR CANAPI VENTURES INVESTMENT ADVISOR LLP venture · Wilmington 6
3 Buck Wealth Strategies, LLC institutions · Leland $1.6bn 1 $1.6bn
4 THE BREIT GROUP institutions · Wrightsville Beach $131.6m about 1main office $131.6m
5 AWH FINANCIAL, LLC Wilmington 1
6 EAST FRANKLIN CAPITAL Wilmington about 1main office
7 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Wilmington W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn office $93.5bn
8 TORONTO DOMINION BANK wealth, bank or insurer · Wilmington TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
9 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Wilmington FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
10 Pathfinder Wealth Consulting, Inc. Wilmington based here
11 COVENANT VENTURE CAPITAL, LLC venture · Wilmington office

11 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.