| Name | Title | Contact Details |
|---|---|---|
Mark Rienzi |
Director of Technology Solutions | Profile |
A technology-related real estate fund co-sponsored by ICONIQ Capital, LLC and an affiliate of Iron Point Partners, LLC.
The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments. Our team of experienced planners carefully evaluates our clients` personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. Proper planning is a process. We understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together. The team`s areas of expertise include: • Estate planning • Business structures and business succession planning • Retirement planning • Investment planning • Insurance planning • Legacy planning • Charitable and philanthropic planning • Special needs planning For more infromation, call (954) 712-8000, visit www.provwealth.com or follow us on Facebook at Provenance Wealth Advisors and Twitter at @provwealth. Provenance Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. Contact your local Raymond James office for information and availability.
Sevin Rosen Funds is a Dallas, TX-based company in the Financial Services sector.
United Advisors America (UAA) is an SEC-registered, fee-only investment adviser with its principal place of business in Texas. UAA currently has advisors working with clients across 22 states and is continually expanding. UAA provides a range of wealth and investment management services for individuals and families as well as their businesses. UAA`s advisors, as fiduciaries, are committed to serving in the best interests of their clients in providing investment and retirement solutions that are tailored to their individual financial and lifestyle goals.
Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. The firm has been dedicated to private markets investing for more than two decades and currently has more than 520 employees operating in 20 offices throughout the U.S., Europe, Asia and the Middle East. With $98.8+ billion in assets under management and $752.9+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. The firm has been named a Best Place to Work in Money Management by Pensions & Investments for ten consecutive years.