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Investment Companies in Fresno, CAComprehensive list of Fresno, California based firms, advisors and managers offering personal and business investment services. |
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| 1st Discount Brokerage | ![]() | (559) 323-1718 |
Since its inception in 1995, first Discount Brokerage 1DB has dedicated itself to delivering quality financial services. The blend of experienced management, a service-centered support team, world-class products, and cutting edge technology all contribute to delivering a superior investing experience. www.1db.com 6797 N Chance Avn, 93710 | ![]() |
| Lynch Investment Management | ![]() | (209) 575-9624 |
91.22 milesBill of Rights - Raymond James customer Bill of Rights. Securities provided through Raymond James Financial Services., Member FINRA/SIPC This site is published for residents of the... www.lynchinvestmentmanagement.com 1601 I St # 340, 95354 | ![]() |
| Investment Advisors | ![]() | (209) 341-1653 |
91.22 milesIAI is committed to one simple mission - to create financially independent families by growing and protecting their wealth through active money management. Through our staff of independent... www.investmentadvisorsinternational.com 1581 Cummins Dr Suite 123, 95358 | ![]() |
| Integral Investment Advisors | ![]() | (209) 338-5570 |
91.22 milesIntegral Investment Advisors specialize is designing a diversified portfolio that illustrates the customer's financial objectives and personal goals. Our investment style is highly... 2iadvisors.com 1111 I Street, 95354 | ![]() |
| Blakeslee & Blakeslee | ![]() | (805) 466-4377 |
100.28 milesBlakeslee & Blakeslee has offered financial planning and investment services to residents of the Central Coast for several decades. As the oldest locally owned financial planning company,... www.blakeslee-blakeslee.com 5735 el Camino Real, 93422 | ![]() |
| Liberty Partners Financial | ![]() | (661) 631-0905 |
103.78 milesFreedom is a privately owned Broker Dealer serving the requirements of Independent Registered Representatives, Independent Financial Advisors and their clients. We do this by delivering... www.libertypfs.com 4540 California Ave # 540, 93309 | ![]() |
| Evanson Asset Management | ![]() | (831) 333-2060 |
117.95 milesEvanson Asset Management Specializing in index and passive management. Low cost, fixed annual retainer fees. EAM offers low-cost fixed quarterly retainer fees and specializes in index... www.evansonasset.com 101 Camino Aguajito, 93940 | ![]() |
| Albano Investment Management | ![]() | (831) 648-8010 |
117.95 milesWe deliver personalized investment management solutions to cover the customer's finest interest. albanoinvest.com 2511 Grden Rd # C225, 93940 | ![]() |
| Welton Investment | ![]() | (831) 626-5190 |
118.89 milesWelton is an alternative investment director specializing in managed futures and global macro strategies. Our investment philosophy relies on using scientific methods to uncover and... www.welton.com San Carlos Strt, 93923 | ![]() |
| Cypress Asset Management | ![]() | (831) 622-5244 |
118.89 milesFrom 1978 - 1989, Xavier was a Senior Portfolio Manager at Lehman Management Company now Ark Asset Management Company where he jointly developed the Lehman indices. He has utilized... www.cypressam.com 26607 Carmel Cnter Pl # 101, 93923 | ![]() |
| Stock & Option Solutions | ![]() | (408) 979-8700 |
123.88 milesJuly third: SOS announces TEAM - Total Equity Administration & Management - a new scalable and flexible way to fill any and all gaps in your stock plan management. June 21st: SOS announces... sos-team.com 6399 San Ignacio Av # 100, 95119 | ![]() |
| Parakletos Adventures | ![]() | (408) 941-7000 |
123.88 milesIt was established in 1999 by Dr. Paul H. J. Kim and has special relationships along with other sources of capital to invest. We like to take a very active role in actually creating... www.parakletos.com 175 Nortech Parkwy, 95134 | ![]() |
| Pgr Solutions | ![]() | (408) 871-1590 |
125.67 milesPGRS has earned its core strategies and services upon the fundamental tenet thatPhilosophy, Design, Implementation, and Discipline are inseparable. OUR PHILOSOPHY, an Academic Approach... pgrsolutions.com 1925 Winchester Boulv # 105, 95008 | ![]() |
| Take Charge Financial | ![]() | (408) 399-6600 |
125.86 milesRecording of previous CentsAbility calls can be purchased. Our financial services are all about you and the growth of your money - which requires new and innovative tools for creating... www.takechargefinancial.com 315 University Avn, 95030 | ![]() |
| Lehrer Management | ![]() | (408) 996-3390 |
130.71 milesLMC was built on the philosophy that the finest interest of the customer always comes 1st. We approach each customer's goals individually and consider all financial decisions by looking... www.lehrermanagement.com 20400 Stevens Ck Blvd 230, 95014 | ![]() |
| Gps Capital Management | ![]() | (925) 328-0800 |
138.59 milesGPS Capital Management is a SEC registered investment advisor. We are committed to serve you, a member of the Asian community, both residential and overseas. The people at GPS Capital... gpsinvestment.com 2410 Camino Ramon, 94583 | ![]() |
| Kearney-Burch Financial Service | ![]() | (925) 275-4940 |
138.59 milesSeventeen years ago Kearney-Burch was built on the foundation that customers needed trustworthy advice and diversified portfolios. Today, we like to develop a relationship with you... www.kearneyburch.com 2694 Bishop Drv # 290, 94583 | ![]() |
| Lasecke Weil Wealth Advisory Grou | ![]() | (650) 323-3700 |
139.05 milesThank you for your interest in the services of our company. What follows is information on what we do as investment advisers and financial planners, our qualifications, and our fee... www.laseckeweil.com 624 University Avenu, 94301 | ![]() |
| Vista Wealth Management | ![]() | (650) 331-7530 |
139.05 milesVista Wealth Management Vista helps both personal and families to achieve financial security through proactive, independent wealth management. At Vista we do your financial planning,... www.vistawm.com 306 Cambridge Avenu, 94306 | ![]() |
| Pacifica Fund | ![]() | (650) 289-0061 |
139.05 milesPacifica Fund is a Silicon Valley venture fund specializing in early investments in select, emerging information technology, energy, and materials firms. Because we currently have established... www.pacificafund.com 480 South California Avn # 104, 94306 | ![]() |
| Asset Management | ![]() | (650) 494-7400 |
139.05 milesFor over 45 years, the aim of Asset Management Company has been to partner with visionary entrepreneurs and aid create valuable new firms and important new industries by investing capital... www.assetman.com 2100 Geng Road # 200, 94303 | ![]() |
| AKJ Asset Management | ![]() | (650) 326-9090 |
139.05 milesEstablished in 1989 by Paul Resnick and Ken Bilodeau, AKJ Asset Management is an investment counseling company that supplies personalized portfolio management for individuals, retirement... akjasset.com 1180 Harker Av, 94301 | ![]() |
| Halo Fund | ![]() | (650) 857-0700 |
139.05 milesThe Halo Funds Halo are early-stage venture capital funds that focus on high-growth investments at the front edge of business and technological innovation in California. The key to... halofund.com 2458 Embarcadero Wy, 94303 | ![]() |
| Dolan Capital Management | ![]() | (650) 327-8100 |
139.05 milesDolan Capital Management has been registered with the Securities & Exchange Commission as an investment advisor since 1985. Our investments are concentrated in personal huge and mid-capitalization... www.dolancap.com 635 Bryant Strt, 94301 | ![]() |
| H & Q Asia Pacific | ![]() | (650) 838-8088 |
139.05 milesOriginally established by Dr. Ta-lin Hsu as a division of U.S. investment banking company Hambrecht & Quist, H&QAP is currently an independent organization that conducts both later-stage... www.hqap.com 400 Hamilton Ave # 250, 94301 | ![]() |
| Swan Ventures | ![]() | (650) 326-7711 |
139.05 milesSwan Ventures was established in 2000 primarily to benefit Silicon Valley physicians. Our 1st fund, Swan Ventures L.P., invested in a diversified portfolio of venture funds, with an... www.swanventures.com 450 Sheridan Avnue, 94306 | ![]() |
| Oak Hill Capital Management | ![]() | (650) 234-0500 |
141.35 milesOak Hill Capital Partners is a leading private equity company with an exceptional family-office heritage. Robert M. Bass has been the company's lead investor for over twenty years.... oakhillcapital.com 2775 Sand Hl Rd # 220, 94025 | ![]() |
| Reyes Capital Management | ![]() | (415) 775-6050 |
141.35 milesEstablished and operated by Alex Reyes, MBA, Reyes Capital supplies individuals, families and businesses with a balanced portfolio strategy. As a boutique advisory, we get to know each... www.reyescm.com 1134 Crane Str, 94025 | ![]() |
| Tiemann Investment Advisors | ![]() | (650) 566-0200 |
141.35 milesTiemann Investment Advisors TIA manages personal portfolios with integrity, academic excellence and institutional expertise. We supply individuals with the gold standard in investment... tiemann.net 750 Menlo Avenu # 300, 94025 | ![]() |
| Ticonderoga Capital | ![]() | (650) 234-9593 |
141.35 milesWe focus upon those firms with sustained revenue and proven gross margins. We seek growth businesses, which have achieved a balance between sustainable growth and expense control. Our... www.ticonderogacap.com 3000 Sand Hl Rd # 3-105, 94025 | ![]() |
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- Modesto CA - 91.2 mi








