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State:  Vermont
County:  All counties
Industry: Portfolio Management and Investment Advice (naics 523940)
This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades.
306 employers found

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Employers 151 through 175 of 306
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 Employer Name  Address sorted ascendingCity  State Employees

 Berkshire Bank Wealth Mgmt    Richville Rd    Manchester Ctr    VT 1-4
 Raymond James    Main St    Manchester Ctr    VT 1-4
 Mathon Michael J, CFP    Main St # C3    Manchester Ctr    VT 1-4
 Merrill Lynch Wealth Mgmt    Bonnet St    Manchester Ctr    VT 20-49
 Northeast Planning Assoc    Dufresne Pond Rd    Manchester Ctr    VT 1-4
 Ibis Capital Group    Main St # 2    Manchester Ctr    VT 5-9
 Jacobi John    Bonnet St    Manchester Ctr    VT 1-4
 Comer & Greak Financial    Mending Walls Rd    Manchester Ctr    VT 1-4
 Gatehouse Financial Advisors    Bonnet St    Manchester Ctr    VT 1-4
 Raymond James    US Route 4    Mendon    VT 1-4
 Charlebois Cj, CFP    Exchange St # 6    Middlebury    VT 1-4
 Community Financial Svc    Seymour St    Middlebury    VT 1-4
 Community Financial Svc Group    Main St    Middlebury    VT 1-4
 Community Investment Counselor    Maple St # 25    Middlebury    VT 1-4
 Vermont Investment Ventures    Maple St # 300    Middlebury    VT 5-9
 Wellington Shields    S Pleasant St # 1    Middlebury    VT 1-4
 Leary Jacqueline    Route 7 S    Milton    VT 1-4
 Maple Capital Management    Stone Cutters Way # 202    Montpelier    VT 5-9
 Sentinel Financial Svc Co    National Life Dr    Montpelier    VT 5-9
 Franklin Templeton Distr    School St    Montpelier    VT 1-4
 KDP Asset Management Inc    Elm St    Montpelier    VT 1-4
 KDP Investment Advisors Inc    Elm St    Montpelier    VT 20-49
 Centerpoint Financial Inc    Center Rd    Montpelier    VT 5-9
 Edward Jones    Pitkin Ct # 101    Montpelier    VT 1-4
 Edward Jones    Main St    Montpelier    VT 1-4
  Previous   1     2     3     4     5     6     7      8     9     10     11     12     13     Next
 
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Go to Data Axle Business information is provided by Data Axle, Omaha, NE, 866-DATAXLE (866-328-2953), © 2024, All Rights Reserved. To request a change or addition, please contact Data Axle at employer.database@data-axle.com or visit local-listings.data-axle.com/search. Business information is licensed to the Vermont Department of Labor for career exploration, job search assistance, job development efforts, and related American Job Center services. All other uses require the prior authorization of the Vermont Department of Labor. Vermont Department of Labor does not validate this information and makes no guarantees as to its accuracy.
 
 
 
 
Vermont.gov State of Vermont Department of Labor