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The Company had $6.32 billion in consolidated assets as of December 31, 2018 and is the parent company of the Bank. The Bank was founded in 1864, is headquartered in Brooklyn, New York, and currently has twenty-nine branches located throughout Brooklyn, Queens, the Bronx, and Nassau County and Suffolk Counties, New York.
Allworth Financial is an independent wealth management firm based in Sacramento, founded in 1993. The firm offers comprehensive financial planning and investment management services, managing approximately $16 billion in assets for over 22,000 clients across 33 offices nationwide. Their services include retirement planning, investment management, estate planning, tax guidance, and insurance planning. Allworth Financial also provides 401(k) plan management for businesses, operating under a fiduciary model that prioritizes client interests. The firm has grown through strategic mergers, including a notable merger with Simply Money Advisors in 2018, and has received industry recognition, including being named a top 50 national RIA by Barron’s. Allworth Financial focuses on transparency and personalized planning, utilizing advanced tools to enhance wealth management. Their "Allworth Advantage" framework integrates various financial strategies, supported by a team of dedicated advisors, including tax and estate planning experts.
Signature Estate & Investment Advisors, LLC (SEIA) is a registered investment advisory firm based in Los Angeles, founded in 1997. The firm specializes in comprehensive wealth management and financial planning, operating 23 offices across the United States. SEIA emphasizes a client-centric approach, fostering collaborative advisory partnerships to meet individual client needs. The firm offers a range of services, including customized investment management, holistic financial planning, and specialized advisory services such as pension consulting and 401(k) management. SEIA also provides access to various products, including mutual funds, 529 college savings plans, and tailored insurance solutions like life insurance and annuities. Its client base includes high-net-worth individuals, retirees, business owners, and institutional clients. SEIA has demonstrated growth through strategic acquisitions and is committed to community impact, having raised over $1 million for youth programs and charities through the SEIA Signature Fund for Giving. The firm operates as an SEC-registered adviser, with securities offered through its affiliated entity, Signature Estate Securities, LLC.
Saxo Group is a leading fintech specialist that connects people to investment opportunities in global capital markets. We provide multi-asset market access and Banking as a Service to clients in 170 countries via cutting-edge technology. Saxo`s user-friendly and personalised platform experience gives investors exactly what they need, when they need it, no matter if they want to actively trade global markets or invest into their future. As a global leader in multi-asset trading and investment, Saxo Bank strives to enable people to fulfill their financial aspirations and make an impact. We entered the market in 1992 and were one of the first financial institutions to develop an online trading platform and provide everyday investors with the same tools and market access as professional traders, large institutions and fund managers. Our award-winning platforms form the technological backbone of over 100 leading financial institutions worldwide. They are available in 23 different languages and provide access to more than 40,000 financial instruments across asset classes from a single account. Headquartered in Copenhagen, we are a regulated bank and employ more than 2100 people in financial centres across the world, including London, Zurich, Dubai, Hong Kong, Tokyo, and Singapore. We are the most innovative and best choice for clients, as our solutions and platforms enable them to make the most informed and optimal decisions with their money.
The Bank of Northern Michigan is a Petoskey, MI-based company in the Financial Services sector.