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We believe everyone should have the opportunity to give back to the cause they’re passionate about. We’ve gone beyond the traditional giving model to put the power back in your hands, because we believe giving shouldn’t be confined to an extreme dollar...
Higgins Capital Management is a La Jolla, CA-based company in the Financial Services sector.
Cottonwood Financial Administrative Services is a Irving, TX-based company in the Financial Services sector.
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Allegro Investment Fund is a privately held investment fund with over $750 million under management. They invest in companies ranging from start ups to established businesses across a broad range of industries and geographies.