Updated October 9 at 6:09pm

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  • You don't need to print or sort data.

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This format is best if:

  • You want to create mailing lists.
  • You want to sort data.
  • You want to merge data with other lists.

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Product Details

Wealth Managers

Wealth managers ranked by total assets under local management; includes principals, services offered, local offices and number of local employees.

Product Records Price Cart
file download. (All records that qualify)
23 $35.00 Add to
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Fields included in the WEALTH MANAGERS product:

NOTE: Some records may not contain data for every field listed below.

  • Company name
  • Street address 1
  • City
  • State or province
  • Postal code
  • Office phone
  • Office fax
  • Corporate website
  • Assets under management
  • No. of accounts
  • Services offered
  • Additional offices
  • No. of local employees
  • Year founded
  • Principal(s): (Principal(s), Middle name, Last name, Title)
PDF file download.
20 $20.00 Add to
my cart

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