| Name | Title | Contact Details |
|---|---|---|
Guillermo Perez |
Chief Technology Officer | Profile |
As the world of wealth management grows more complex, the more you need a firm who can grow with you. At Private Advisor Group, we are continually evolving to help you stay one step ahead in a changing world. Our mission is to help financial advisors, investors and RIA firms grow smarter and more confidently. Grow with Us. Securities offered through LPL Financial. Member FINRA/SIPC www.FINRA.org/www.SIPC.org. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.
Total Asset Planning is a Cincinnati, OH-based company in the Financial Services sector.
Oakwell Farms Ltd Partnership is a Omaha, NE-based company in the Financial Services sector.
Harleysville Savings Financial Corporation is traded on the OTCQX market under the symbol HARL (http://www.otcmarkets.com) and is the holding company for Harleysville Savings Bank. Established in 1915, Harleysville Savings Bank is a Pennsylvania chartered and federally insured savings bank, headquartered in Harleysville, PA. The Bank operates from six full-service offices located in Montgomery County and one full-service office located in Bucks County, Pennsylvania.
Argand Partners is a New York and San Francisco Bay Area-based middle-market private equity firm that targets stable, market-leading industrial companies with under-resourced and unrealized global growth potential. Argand companies have strong market share, sustainable competitive advantages, defensive characteristics, and significant growth potential supported by secular demand trends. The firm focuses on advanced manufacturing and business services companies with a strong U.S. nexus (headquarters, significant operations, primary growth market, or majority of revenue) and often significant global operations or expansion opportunities. The team employs a hands-on approach to partnering with management teams to create value across the investment lifecycle and help portfolio companies achieve their full potential as world-class, industry-leading companies. In 2021, Argand was named a 2021 Top 50 PE Firm in The Middle Market™. The award is designed to acknowledge small and mid-sized leading private equity firms in the middle market. Argand is a signatory to the UN-supported Principles for Responsible Investment and the ILPA Diversity in Action initiative.