Brokerage San Diego

AHERN Insurance Brokerage is a full-service brokerage firm specializing in the insurance needs of law firms. As a law firm insurance specialist with over 5,000 clients, we are in a unique position of truly understanding your business. AHERN has been providing ...

For over twenty years, Telesis Financial has been helping teachers and school administrators throughout San Diego County to plan and save for retirement. In particular, their vast knowledge and experience with TSA and 403(b) accounts has assisted thousands ...

Today, CFS manages more than 100 programs throughout the nation. Despite our accelerated success, we still maintain a high level of "human touch" and persistent communication with our credit union partners. We pride ourselves on delivering easy, affordable ...

Merrithew & Thorsten, Inc. is a personal financial advisory firm dedicated to providing comprehensive financial planning to middle America on a fee-only basis.

Rice Hall James is an independent, investment management firm established in 1974 and headquartered in San Diego, California. We currently manage $1.9 billion in assets for a diverse client base, including corporations, Taft-Hartley plans, public funds ...

Caywood-Scholl is wholly owned by RCM US Holdings LLC ("US Holdings") and an affiliate of RCM Capital Management LLC. US Holdings is a Delaware limited liability company that is wholly owned by Allianz Global Investors AG ("AGI"). AGI, in turn, is owned ...

Auda provides liquidity and portfolio management solutions to holders of limited partnership interests in private equity funds. With $410 million in capital committed to secondary purchases and an experienced team, Auda is able to customize solutions for ...

Pacific American Securities is a rapidly growing full service broker dealer co-founded in 1997 by Michelle Morton and Tom Schoeffel, to provide comprehensive equity and fixed income trading as well as value added products to institutional clients, and ...

NANO Fund Inc. aims to provide investments of between USD 200,000 and USD 2m, resulting in shareholdings of 40-100%. NANO Fund Inc. prefers to be an exclusive investor, although for investments above USD 2m, we will consider cooperating with qualified ...

Based in San Diego, Duncan-Hurst specializes as a growth equity investment adviser to an elite group of institutional clients. The firm was founded in 1990 by William H. "Beau" Duncan, Jr. and has $676 million in assets under management.* Our firm primarily ...

Glen Rauch Securities, Inc. was established in 1986 on a foundation of extensive knowledge and experience in the fixed income markets. Municipal bonds play an integral role in establishing successful investment programs. Free from federal taxation (and ...

ScotiaMcLeod is one of Canada's leading full-service investment dealers, serving clients through more than 70 branches across the country. ScotiaMcLeod is also the retail arm of Scotia Capital Inc., a subsidiary of one of Canada's leading financial institutions ...

Capstone Investments specializes in disciplined execution of third party trading systems and provides a wealth of experience and performance when it comes to trading. We offer an array of credible and robust automated trading strategies, and maintain extensive ...

Mammini Company is a California Corporation located in San Diego, California. The company founder and President is Mike Mammini. Mike is a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). Mammini Company specializes in the retirement ...

CCB and our associates' offer space planning and architectural services, from simple office layouts to full building design and plan submittal. So whether you're interested in land acquisition or a ready to occupy, constructed building, complete turn-key ...

Private Asset Management, Inc. is an investment advisory firm providing financial advice tailored to individual client goals. We strive to deliver professional, unbiased service at every level through objective, fee-based management. PAM is dedicated to ...

Exeter 1031 Exchange Services, LLC provides these tax-deferred exchange frequently asked questions as a courtesy to our clients and their advisors. While every effort has been made to provide correct, accurate and useful information, Exeter 1031 Exchange ...

Fordham Financial Management, Inc. ("Fordham") is a full service broker-dealer and investment banking firm specializing in middle market and emerging growth companies. Since our founding in 1987, discriminating investors worldwide have relied upon us for ...

LPL is committed to providing its representatives with the tools they need to offer the highest quality of independent investment advice. LPL has been ranked the number one independent broker/dealer for eight years in a row by Financial Planning magazine ...

MIAC - Mortgage Industry Advisory Corporation is the leading provider of mortgage pricing, hedging, accounting and risk management solutions to the mortgage industry. Since 1989, MIAC has been at the forefront in providing:

Bruce McIndoe & Associates is a full-service retirement and investment planning organization that offers a broad range of financial services, specializing in the needs of corporate employees and senior citizens. Our objective at Bruce McIndoe & Associates ...

Wealth Analytics, one of San Diego's premier retirement planning firms, is committed to helping clients achieve their vision of financial success through our strategic financial planning and investment management services. Wealth Analytics is an independent ...

Konecki Insurance Brokerage is a full-service insurance agency committed to building relationships, educating our valued customers and providing exceptional customer service. Our goal is to be considered professional insurance advisors to individuals ...

Overview: Evolution Capital is a private equity firm investing in companies which have the ability to lead their market segments. Evolution Capital partners with accomplished management teams to build world class enterprises. We provide capital, experience ...

Wealth Manager Group LLC is committed to providing creative solutions and top-notch service to our diverse client base. We offer our clients independent fee based portfolio management and personal & business financial planning services. Our primary mission ...