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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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sorted descendingEmployer Name  Address  City  State Employees

 Kelley Peter    Merchants Row # 102    Rutland    VT 1-4
 Keelan Donald B Office CPA    Vt Route 7A    Arlington    VT 1-4
 KDP Investment Advisors Inc    Elm St    Montpelier    VT 20-49
 KDP Asset Management Inc    Elm St    Montpelier    VT 1-4
 Jones Margo    Merchants Row # 102    Rutland    VT 1-4
 James D Cohen Fncl Advisor    Blair Park Rd # 103B    Williston    VT 1-4
 Jacobi John    Bonnet St    Manchester Ctr    VT 1-4
 Intrack Investment Mgmt Inc    Shelburne Road Pierson Ho    South Burlington    VT 1-4
 Ibis Capital Group    Main St # 2    Manchester Ctr    VT 5-9
 HWC Financial    Main St    Ludlow    VT 1-4
 Hutner Capital Management    Main St    Manchester    VT 1-4
 Homebridge Financial Svc    S Main St # 1    St Albans    VT 1-4
 Higgins Matthew G    Westview Rd # 5    Colchester    VT 1-4
 Hickok-Boardman Fncl Planning    Shelburne Rd # 5    Burlington    VT 1-4
 Hanson & Doremus Invstmnt Mgmt    Pine St # 302    Burlington    VT 10-19
 Hanover Financial Group    S Main St    Stowe    VT 1-4
 Hammond Iles Wealth & Advisors    Lakeside Ave    Burlington    VT 1-4
 Guided Wealth Advisors    Williston Rd # 204    Williston    VT 1-4
 Groom Samuel    Merchants Row # 102    Rutland    VT 1-4
 Green Haven Financial Mgmt    Route 30    Dorset    VT 1-4
 Green Financial    Lincoln Corners Way    Woodstock    VT 1-4
 Great-West Retirement Svc    Deer Run Ln    Lyndonville    VT 1-4
 Graddock Derek, CFP    Mountain Rd # 1    Stowe    VT 1-4
 Glosser Aaron, CFP    Watertower Cir # 204    Colchester    VT 1-4
 Gilbert Financial    Vt Route 11 W    Chester    VT 5-9
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Vermont.gov State of Vermont Department of Labor