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Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals and their clients. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business. For nearly 40 years, AAM has been a trusted resource for financial advisors and broker/dealers. We offer access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics and now exchange-traded funds (ETFs). Advisors Asset Management, Inc. (AAM) is a SEC registered investment advisor and member FINRA/SIPC.
Ron D Birnbaum is a Chestnut Hill, MA-based company in the Financial Services sector.
PKF O`Connor Davies, LLP is a full-service certified public accounting and advisory firm with a long history of serving clients both domestically and internationally. With roots tracing to 1891, eleven offices in New York, New Jersey, Connecticut, Maryland and Rhode Island, and more than 700 professionals, the Firm provides a complete range of accounting, auditing, tax and management advisory services. PKF O`Connor Davies is ranked 29th on Accounting Today`s 2018 “Top 100 Firms” list and is recognized as one of the “Top 10 Fastest-Growing Firms.” PKF O`Connor Davies is also recognized as a “Leader in Audit and Accounting” and is ranked among the “Top Firms in the Mid-Atlantic,” by Accounting Today. In 2018, PKF O`Connor Davies was named one of the 50 best accounting employers to work for in North America, by Vault. PKF O`Connor Davies is the lead North American representative in PKF International, a global network of legally independent accounting and advisory firms located in over 400 locations, in 150 countries around the world.
Ivy Asset Management is one of the leading companies in Financial Services industry. Ivy Asset Management is based in Jericho, NY. You can find more information on Ivy Asset Management at www.ivyasset.com
Stern Cohen Valuations Inc is a Toronto, ON-based company in the Financial Services sector.