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Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina.
Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses.
Sound Shore Fund is a Greenwich, CT-based company in the Financial Services sector.
Hampshire Equity Partners focuses on investing in companies with annual sales of $25 million to $150 million and EBITDA of $3 million to $15 million, though we have invested in some companies that fall outside this range. Regardless of whether the
Consolidated Credit Union is a Portland, OR-based company in the Financial Services sector.