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Website. wintrust.com. Wintrust is a financial holding company in the United States that operates 15 chartered community banks in northern Illinois and southern Wisconsin. [ 1 ] Wintrust is a relatively medium-sized banking institution in the United States and it trades on the Nasdaq Global Select Market with stock symbol WTFC.
Founded in 1939, [4] Neuberger Berman is a privately held asset management firm, which is 100% [5] [6] owned by its employees. It serves pension plans, charitable organizations, sovereign wealth funds and other institutions, as well as high-net-worth individuals and mutual fund investors, both directly and through financial intermediaries and other partners.
LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 [2] and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, [3] over US$1 trillion in advisory and brokerage assets, [4] and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.
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Northwestern Mutual is an American financial services mutual organization based in Milwaukee, Wisconsin.The financial security company provides consultation on wealth and asset income protection, education planning, retirement planning, investment advisory services, Financial Planning trust and private client services, estate planning and business planning.
Personal fiduciary services. Personal fiduciary services are fiduciary services provided by a financial institutions or advisors to an individual or family that are typically wealthy or high net worth individual. They are often referred to as private trust, private client, private wealth management, or private banking services in the United States.
Java (Android App) Microsoft Windows, macOS, Linux [1] Android (limited companion app) [1] GPL, [1] Apache License 2 (Android App) [2] Personal and small-business financial-accounting software that supports tracking bank accounts, stocks, income and expenses. [1] 5.5 / 17 Dec 2023 [3] Multilingual [1] HomeBank.
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