Financial Services Industry
Industry: Email Alert RSS FeedThe $50+ Million Club
Accounting Technology, July, 2008
AUM $ FIRM NAME CITY STATE MANAGING PARTNER
99,000,000 Mason Road Wealth Advisors St. Louis MO William J. Bender 98,838,366 Gunn & Company Investment Management Jacksonville FL Marshall D. Gunn, Jr.93,573,143 ShankerValleau Evanston IL Larry Shanker, John Valleau 93,000,000 Shinn Financial Group Fort Collins CO Ralph T. Shin 91,000,000 PKS Investment Advisors Ocean City MD Winn Booth 90,000,000 Kahn, Litwin, Renza & Co. Providence RI Alan Litwin 89,000,000 Great River Asset Management Burlington IA Jim Walker 87,000,000 ARK Financial Services Bethesda MD Andrew Kline 86,000,000 KB Investment Advisors St. Louis MO Nathan Rages 86,000,000 Trusted Financial Partners Plymouth MN Kevin O’Connor
85,900,000 Whitcomb & Hess Ashland OH James H. Hess
85,073,631...
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