Managers in Windsor, VT

United States · 5 asset managers within 25 km (1 in Windsor itself) · 5 wealth managers, banks and others

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: Hanover, NH 7 · Lebanon, NH 2 · Lyme, NH 2 · Walpole, NH 2 · Hartford, VT 1 · White River Junction, VT 1 · Norwich, VT 1 · Rutland, VT 1

Asset managers in and around Windsor

#	Manager	People here	Assets
1	GLOBAL FOREST PARTNERS LP real estate, futures · Lebanon $3.5bn	about 24main office	$3.5bn
2	IMA Advisory Services, Inc. institutions · White River Junction $3.9bn	2	$3.9bn
3	American Trust Investment Advisors, LLC institutions · Lebanon $303.5m	about 2main office	$303.5m
4	Advisory Alpha, LLC Windsor $4.4bn	1	$4.4bn
5	Summit Wealth Group, LLC Hartford $490.3m	based here	$490.3m

5 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.